by Jane M. McNamara | Aug 30, 2017 | With Your Family in Mind
Alzheimer’s Disease: After the Diagnosis If you or a loved one has been diagnosed with dementia or Alzheimer’s disease, it is critical to start planning immediately. There are several essential legal documents that must be prepared, reviewed, and signed by the ill...
by Jane M. McNamara | Jul 26, 2017 | With Your Family in Mind
Estate Planning Can Help with Family Harmony No two families are alike. They are unique in their dynamics, sometimes in good ways, other times, less so. Long dormant family issues can quickly come back in heartbreaking ways in the wake of the loss of a parent. Petty...
by Jane M. McNamara | Jun 27, 2017 | With Your Family in Mind
Would a Retirement Trust Benefit Your Heirs and Protect Your IRA? In recent years, we have seen a significant increase in the value of our client’s IRA and retirement accounts. It is common to see many IRA’s well over $200,000, and even exceeding $1,000,000. These...
by Jane M. McNamara | Apr 25, 2017 | With Your Family in Mind
“Extra Help” – A Little-Known Public Benefit All Medicare recipients can get prescription drug coverage, known as “Part D”, at a monthly cost. Many complain that Part D coverage is not comprehensive, can be expensive, and often doesn’t provide as much drug coverage...
by Jane M. McNamara | Mar 30, 2017 | With Your Family in Mind
Don’t Forget to Update Estate and Financial Plans for These Stages and Changes in Life Life is all about changes, from starting a family, buying a house, building a business, retiring and building a legacy. Your estate and financial plan needs to follow along with...
