Congress Passes the SECURE Act of 2020
The impact of the SECURE Act to some retirees, near-retirees, and their future beneficiaries is profound, and it is imperative to schedule a review of your retirement, estate, and trust plans.
The Long-Term Care Crisis in America
Americans are facing an escalating long-term care (LTC) crisis.
If you relocate, do you need to update your will in Maine?
Relocating to Maine? Time to review your will, and estate plan
Topics to Address When Caring for an Aging Parent
It is essential to bring up a parent’s aging expectations and set goals together even though initial discussions may be uncomfortable.
An Update on Spousal Impoverishment Protections
Federal spousal impoverishment protections were set to lapse in March 2019.
What Is the Definition of Assets in Estate Planning?
What are assets? Are my rights to my assets protected under the law? Learn the basis of assets in Estate Planning.
Wealthy Retirees are Cautious on Spending
While the US economy is in a cycle of more than ten years of economic growth, its citizens, even the “wealthy” ones, are worried about running out of cash and are scared to spend.
Challenges and Solutions for Aging in Place in MidCoast Maine
According to AARP aging in place is a goal for 3 out of 4 Americans aged 50 or more.
Become a Tech Savvy Senior with These Tips
Digital literacy training will give a senior the confidence and skills they need to access information and online services.
When Is a Will Not Enough?
While a will is a necessary document, it is still a relatively simple document that may not cover everything you want it to.
Six Key Retirement Elements You Should Consider
Before you retire or leave full-time employment for other pursuits, consider the impacts of your decision on the financial well being of your future.
Tips for Helping Seniors Prepare for Winter
There are several ways that seniors and their loved ones can prepare for winter and the hazards that go along with the colder weather.
What Should You Include in a Letter of Intent?
A letter of intent can be a beneficial piece in estate planning.
Family Connection Helps Seniors Maintain a Positive Outlook
One cannot overstate the importance of family presence in a senior’s life.
What Seniors Should Know About Data Breaches
Data breaches have been one of the hot topics this year in the wake of the Capital One data breach which compromised nearly 100 million Americans.
Calculating the Hidden Cost of Alzheimer’s Disease
When policymakers consider the costs of dementias like Alzheimer’s disease, they consider both direct and indirect costs.
Stay Mentally Sharp as You Age with These Tips
There are things you can do to keep the brain sharp, small daily habits which can reduce the risk of cognitive decline.
Senior Living Trends That May Take You by Surprise
Seniors are being presented with more living options than ever before.
Make Sure Your Power of Attorney is Powerful Enough
Powerful “power of attorney” (POA) documents are essential.
Safeguard Your End of Life Wishes
The importance of making end of life preparations cannot be stressed enough.
What is the job of a Successor Trustee in a Revocable Trust?
Sometimes Successor Trustees do much of the work involved in managing property for the incapacitated trust-maker.
Why You Should Hold a Family Caregiving Meeting
A family caregiving meeting is an essential tool when dealing with the care of an aging loved one.
You Have Been Appointed Trustee: What Now?
Your friend Rose has created a trust and she would like you to be her trustee.
Memory Care for Alzheimers Patients
Estimates are that more than 14 million Americans will be diagnosed with Alzheimer’s disease by the year 2050.
Advances in Technology Provide New Options in Resident Security
There are variety of new options emerging in technology that can improve resident security in senior living.
Reasons to take Your Social Security Benefits Earlier
Deciding when to take your social security benefits involves numerous factors.
Considerations in Retirement Planning in Maine
Most people dream of the day they can retire. The problem is that many do not move beyond dreaming to planning.
Four Helpful Steps in Choosing the Right Nursing Home MidCoast Maine
Choosing a nursing home for a loved one is an important decision and should be carefully considered.
MaineCare Medicaid and the Risk of Gift-Giving
It can be complicated trying to adequately plan for long-term care and consider gifting. We can guide you through the planning and gifting process.
Learn Why Maine Estate Planning is Important
A significant number of older people lack any type of estate plan.
Seniors Going Back to Work in Maine
Maine Seniors Working. Many people over the age of 55 are finding they need to work longer, or that they want to start a new business or a new venture.
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