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You Are in Control
Growing old can seem cruel and unkind. When the time comes that your decisions are no longer yours but are given away to your children or someone you may or may not trust, it can feel like you’ve lost control. But you can stay in control if you choose the correct path...
It’s Time to Sign up or Review Your Medicare Part D Plan
It’s fall, when thoughts turn to spicy pumpkin lattes, crisp colorful leaves, and Medicare Part D. Medicare Part D? Yes! Enrollment starts October 15 and ends December 7, so it’s time to review your current plan or prepare to sign up for a new one, or both. It’s...
Widows at Risk for Being Taken Advantage Of
It may be hard to believe, but when a husband (or wife) dies, there are plenty of people there to take advantage of the situation. A recent article in a national newspaper column highlighted this risk with a local Springfield woman. Trustworthy helpers are vitally...
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What is your job, what is the attorney’s job
Boring is defined as "so lacking in interest as to cause mental weariness." Well, hopefully this post is not really boring, but I wanted to make a point. I have a theory that most of the estate planning information being said or written by attorneys out there is...
Am I Your Type?
There are 4 types of estate planning: Do nothing. Let others sort it out later. Do it yourself. Get a form and fill in the blanks. How hard can it be? Use a document-driven attorney. Pay lots of money for a fancier form that someone else fills out for you. Use a...
What are you proud of?
Do you ever feel pretty proud of yourself? Kind of interesting the stuff that we get proud of. Here are some of the things I have been proud of lately: 1. stopped drinking diet soda. Used to drink it all the time, for years, but my mom kept telling me it would give me...
I come from a people who…
I am sitting here at Springfield Clinic getting a bunch of allergy shots. 27 shots, 3 at a time, every 15 minutes (and on my birthday, even). What better time to post to my blog? Who do you act like? In my work with estate clients, I get to hear about the legacy that...
Can you speak the language?
Part of feeling connected to a family, school, part of the country, etc. is the language we use.
When things get messed up
This afternoon, I hosted a roomful of financial professionals for a webinar. Where we all face forward, listening to a voice through speakers sitting in some other state and looking at a screen with a powerpoint presentation. And it was really great. Great content and...