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August 17, 2021

Retirement Tips Seniors Will Need If the Capital Gains Tax Changes

Have you heard of the proposal currently going through Congress to change the capital gains tax rate? While the news may be…

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August 3, 2021

Why You Need to Keep Your Estate Planning Documents Updated

Do you have an estate plan in place? If so, congratulations on taking this important step towards protecting your future for both…

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July 6, 2021

Key Reasons Why You Need to Update Your Estate Plan When You Move to a New State

Anyone that has ever moved to a new state has likely gone through the arduous task of updating an address on multiple…

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May 18, 2021

How to Start “Tough Conversations” About Medical Care

Set aside time as soon as possible to have conversations with loved ones about your personal preferences for medical and/or long-term care….

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April 20, 2021

Why We Celebrate National Autism Acceptance Month

Did you know that, every April, we recognize National Autism Acceptance Month? In the past decade, the prevalence of autism has more…

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April 6, 2021

Three Reasons Why You Would Want a Pet Trust in Your Estate Plan

Did you know that pet trusts may be for more than just wealthy individuals? While pet trusts may seem like something that…

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March 16, 2021

Coping With An Aging Parent’s Memory Loss: Four Things To Keep In Mind

Have you considered that one of the biggest complaints about getting older may be the seemingly inevitable memory loss? For some it…

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February 2, 2021

7 Tips for Helping Your Senior Loved Ones Avoid Isolation During Covid and Beyond

Over the past almost year, measures have been in place to help avoid the spread of COVID-19. The risk of contracting Covid…

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March 29, 2019

Key Resources for Unexpected Caregivers in Our Community

Did you know that approximately 15 percent of caregivers are young adults? As much as we can try to plan for the…

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