Tag Archive | "planning"

Most couples avoid retirement investment conversations

Approximately four in 10 couples that aren’t yet retired disagree as to the lifestyle they expect to live in retirement. One in three couples disagree as to their ideal vision for retirement.

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How to steps can make things easier

Barbara and Arthur Roberts have always had a sense of wanderlust. One day, after their kids had gone off to college, Barbara turned to her husband and said, “You know, they’re never coming back. Let’s sail around the world.”

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What you should know about paying nursing home care

By Linda T. Cammuso Receiving care in a nursing home is a scenario that many seniors will face. Whether it’s a short-term rehab stay following an illness or operation, a hospice stay at the end of life, or simply a need for daily care due to aging, nursing home stays are a reality for today’s […]

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Funeral arrangement choices must be made clear

By Joseph Casper How many times has a great expectation of yours turned into a grate expectation? Just when you believe everything is going spectacularly well, great becomes grate and soon a very bad experience evolves. The Federal Trade Commission requires all funeral services to provide a full price list of all possible costs before […]

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DOMA Decision: What it means for estate planning

By Linda T. Cammuso The Commonwealth of Massachusetts legalized same-sex marriage in 2004. While the intent was to put same-sex couples on equal footing with heterosexual unions in this state, federal law prevented those couples from enjoying the same rights as their heterosexual counterparts. Without federal recognition, same-sex spouses were required to file separate federal […]

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Does a dementia diagnosis mean it’s too late for estate planning?

By Linda T. Cammuso If you or a loved one are among the millions of individuals diagnosed with dementia or Alzheimer’s disease, it is possible to create or modify an estate plan. Taking that step quickly is crucial. A whole range of emotions and decisions follow such a life-changing diagnosis. It is natural to experience […]

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