Tag Archives: insurance & legal documents

Aging Parents and Coronavirus – What You Need to Think About

Healthcare decisions and covid

Do you have elderly parents?
Are they of the age where falls are occurring, or trips to the ER are becoming sort of frequent? Has their mental capacity diminished?
For many of us, these are the realities we face. It brings imperative scenarios we must think through, especially during this challenging time.

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11 End-of-life Planning Mistakes To Avoid

End-of-life Planning Mistakes

In a perfect world, your end of end-of-life plan will account for everything. Every “i” dotted and every “t” crossed. In reality though, mistakes happen, and it’s often the small stuff that causes the most problems. And these mistakes can wreak havoc on your loved ones! So we’ve compiled a list of the most common and not-so-common pitfalls to avoid.

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What is an Estate and Do You Need Estate Planning?

Estate planning

For many, the word “estate” conjures up thoughts of a sprawling mansion. In reality, it doesn’t matter if you own a mansion or a mobile home. Estate planning is simply a fancy name for a plan to make sure that your property and health care wishes are carried out when you die.

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Do You Know What To Save?

keep or shred

In a recent report we touched on the importance of keeping certain financial documents.

Today, we are taking a deeper dive into what you should keep and for how long. We’ll also give you suggestions on where to store documents, and when they are no longer needed, how to get rid of them.

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