social security benefits increase

Social Security Benefits Increase In 2022!

The year was 1983: The U.S. invaded Granada. A gallon of gas cost 96 cents. Michael Jackson’s ‘Thriller’ video premiered. That year was also the last time that Social Security recipients saw a cost-of-living increase steeper than the one just announced for 2022. This year, Social Security benefits will increase by 5.9 percent, the sharpest…

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inherited property

So You Inherited a Property. Now What?

Many families mistakenly believe that receiving an inherited property is as simple as listening to a reading of the Will and then that property magically belongs to you and you can do whatever you want with it. Sorry to burst that bubble, but a reading of the will is not a real thing – that’s…

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Asset protection Planning

Asset Protection Planning Benefits For Medicaid

FALSE FACT FRIDAY IS BACK! “If I Give My Assets Away, I Have to Live for At Least Five Years” Part of my estate planning practice includes asset protection planning. Many of my clients are interested in protecting their assets for their children. They know, either through personal experience or their own research, that the…

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elder financial abuse

Tips for Detecting, and Preventing Financial Abuse of the Elderly

Reports of elder financial abuse continue to increase, and the elderly are particularly vulnerable to scams or to financial abuse by family members in need of money. It is hard to ascertain the exact numbers of people affected by elder abuse because studies show that elder abuse is underreported. However, one study found that financial loss from financial elder…

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childrens trust

3 Tips For Creating a Children’s Trust

Creating a children’s trust does not mean you are creating irresponsible teenagers, driving fancy cars, and vacationing in Caan for the weekend. You may be picturing the old school version of a “trust fund kid”. Don’t worry, I was too. But children’s trusts are not just for the wealthy anymore, it’s a smart estate planning…

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