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What Happens if Well-Spouse Dies First?

What Happens if Well-Spouse Dies First?

What Happens if Well-Spouse Dies First? Many of our clients have the situation of one spouse needs nursing home care, and the other “well” spouse sell lives at home. When we are able to work with families on financial planning, we often can have the “sick” spouse’s...
Steps to Set up and Manage an Irrevocable Trust

Steps to Set up and Manage an Irrevocable Trust

Steps to Set up and Manage an Irrevocable Trust A trust is a legal agreement between two or more parties that grants one party, or trustee, specified assets while the beneficiary, or the person for whom the trust is established, retains ownership of said assets. If...

As our parents age, it is natural that their abilities will change and decline over time.  So many people are unsure how to distinguish what is to be expected from something more ominous.  Certainly a memory loss may be an indication of a disease such as Alzheimer’s,...