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When a Parent with Dementia Refuses Help, Power of Attorney

October 9, 2026
Watching a parent struggle with dementia is difficult enough. When they refuse assistance or decline to sign a power of attorney, families often discover that obtaining legal authority to help is far more complicated than they expected.
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An Untransferred Home Could Put Medicaid Eligibility at

October 7, 2026
A home intended for a disabled family member may still count as an asset for Medicaid purposes if ownership was never formally transferred. Understanding the difference between an intended gift and a completed transfer can help families avoid complications when applying for long-term care benefits.
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The Importance of Cybersecurity for Seniors

October 4, 2026
As more financial, medical, and personal information moves online, protecting digital accounts has become an important part of protecting older adults' overall financial security.
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A $500K IRA Went Through Probate Because of One Simple

October 3, 2026
A retirement account can represent decades of savings, yet an outdated beneficiary designation can determine who receives it and whether the account passes smoothly to the intended heirs.
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Estate Planning for a Gray Marriage

October 2, 2026
Gray marriage, when couples marry at 65 or older, can bring more financial complications.
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“Inner Wealth” Is Becoming a Driving Factor in Estate Planning for

September 30, 2026
For affluent women, estate planning is increasingly about more than transferring financial assets. Questions of personal values, family priorities, charitable goals and the legacy a person wants to create are becoming central to how wealth is planned and passed forward.
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A Home May Not Be Enough to Secure Your Heir’s Future

September 29, 2026
Inheriting a home can provide valuable financial support. However, property ownership alone does not always create lasting wealth. A comprehensive estate plan can help families prepare for the costs, responsibilities, and financial decisions that may follow an inheritance.
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Understanding What Triggers the Medicaid Lookback Period

September 28, 2026
Medicaid's five-year lookback period can create serious complications when families transfer money or property before applying for long-term care benefits. Understanding what counts as a transfer can help families avoid mistakes that could delay eligibility.
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Make the Most of the Golden Age of Estate Planning

September 26, 2026
Today's tax laws and planning opportunities have created a unique environment for individuals and families looking to preserve wealth and protect future generations. Taking advantage of these opportunities now may provide benefits for years to come.
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Inheritance Order for Assets to Help Owners and Heirs

September 25, 2026
The SECURE Act forces heirs to drain inherited traditional IRAs within 10 years, often triggering 32%+ federal tax rates during their peak earning years.
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