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Climb Stairs Improve Health

February 19, 2023
If you live in an apartment building or a multi-story house, you may dread taking the stairs each day. And, if you're older, you might think that dodging the stairs means you're less likely to stumble and trip. However, in reality, walking up a couple of flights of steps actually does plenty to preserve your balance as you age.
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Your IRA & the SECURE Act

February 18, 2023
The Setting Every Community Up for Retirement Enhancement (Secure) Act upended inherited IRAs for most non-spousal beneficiaries. The 10-year rule for withdrawing from inherited IRAs eliminated the ability to stretch inherited IRAs for these beneficiaries.
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What Is a Prenup Exactly?

February 17, 2023
Signing a prenup doesn’t indicate that you don’t have faith in your marriage, just like buying car insurance doesn’t mean you expect to get in a crash.
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Did the Bradys Sign Pre-Nup?

February 13, 2023
How will Tom Brady divide their assets and fortune? Did they sign that prenup?
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What About Long-Term Care?

February 12, 2023
The most significant threat to your financial nest egg is long-term care.
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What Special Needs Trusts Do

February 11, 2023
A special needs trust (SNT) can help you provide financial security to your child after you die without leaving them ineligible for the government benefits that they need to sustain care.
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What Is a Living Will?

February 10, 2023
The financial consequences of a diagnosis of Alzheimer’s disease or any one of the rarer dementias can easily fall to the family of the patient. In any diagnosis that includes declining mental health, it’s important to get one’s financial house in order.
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It's Important to Plan for Living

February 9, 2023
Does a person need a Power of Attorney document if that person already has a Last Will and Testament (‘Will’)? It is a good question.
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Life Estate, Medicaid

February 6, 2023
Chances are, your home is full to the brim with cherished memories of family and friends. But, as you get older, you may start wondering what exactly will happen to your home when you pass away. Fortunately, a life estate can take away the uncertainty of this thought by legally assigning an heir to receive your property without interference from court proceedings.
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When Medicare Runs Out

February 5, 2023
No one planned that Mom or Dad would have to end up long term in a nursing home and they can’t afford the cost after Medicare payments run out.
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