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Apr 25, 20226 min read

3 Reasons Why Transferring Ownership Of Your Home To Your Child Is A Bad Idea

Whether it is to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child...

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Oct 9, 20213 min read

Money Talk: How Much Will You Share With Your Kids (and When)

In many families, money is not a typical dinner table discussion, but we think it should be. Surprisingly, this is especially true when...

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Aug 28, 20214 min read

The Unexpected Costs of Caring for Elderly Parents In Your Home

Multi-generational households are becoming the new (or maybe it is really old) in vogue way to handle the care of aging parents. And we...

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Aug 21, 20215 min read

What You Should Know About Long-Term Care Insurance

With people living longer than ever before, an increasing number of seniors require long-term healthcare services in nursing homes and...

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Aug 14, 20215 min read

Do not Let Diminished Financial Capacity Put Your Elderly Loved Ones At Risk—Part 2

In the first part of this series, we discussed the early warning signs of diminished financial capacity in the elderly. Here, we will...

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Aug 7, 20214 min read

Do not Let Diminished Financial Capacity Put Your Elderly Loved Ones at Risk—Part 1

With more and more Baby Boomers reaching retirement age each year, our country is undergoing an unprecedented demographic transformation...

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