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.
Americans are facing an escalating long-term care (LTC) crisis.
Relocating to Maine? Time to review your will, and estate plan
It is essential to bring up a parent’s aging expectations and set goals together even though initial discussions may be uncomfortable.
Federal spousal impoverishment protections were set to lapse in March 2019.
What are assets? Are my rights to my assets protected under the law? Learn the basis of assets in Estate Planning.
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.
According to AARP aging in place is a goal for 3 out of 4 Americans aged 50 or more.
Digital literacy training will give a senior the confidence and skills they need to access information and online services.
While a will is a necessary document, it is still a relatively simple document that may not cover everything you want it to.
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.
There are several ways that seniors and their loved ones can prepare for winter and the hazards that go along with the colder weather.
A letter of intent can be a beneficial piece in estate planning.
One cannot overstate the importance of family presence in a senior’s life.
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.
When policymakers consider the costs of dementias like Alzheimer’s disease, they consider both direct and indirect costs.
There are things you can do to keep the brain sharp, small daily habits which can reduce the risk of cognitive decline.
Seniors are being presented with more living options than ever before.
Powerful “power of attorney” (POA) documents are essential.
The importance of making end of life preparations cannot be stressed enough.
Sometimes Successor Trustees do much of the work involved in managing property for the incapacitated trust-maker.
A family caregiving meeting is an essential tool when dealing with the care of an aging loved one.
Your friend Rose has created a trust and she would like you to be her trustee.
Estimates are that more than 14 million Americans will be diagnosed with Alzheimer’s disease by the year 2050.
There are variety of new options emerging in technology that can improve resident security in senior living.
Deciding when to take your social security benefits involves numerous factors.
Most people dream of the day they can retire. The problem is that many do not move beyond dreaming to planning.
Choosing a nursing home for a loved one is an important decision and should be carefully considered.
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.
A significant number of older people lack any type of estate plan.
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.