Older Americans Month

Each May, the Administration for Community Living leads our nation’s celebration of Older Americans Month. This years theme is Age Out Loud –  to give aging a new voice that reflects what today’s older adults have to say. More than ever before, older Americans are working longer, trying new things, and engaging in their communities… read more →

Top Tips on Ways to Save from Health to Entertainment and Everything in Between

Sometimes as we age and enter retirement, we may find ourselves on a limited budget with limited income. This can make it tough when medical emergencies occur and can also make it difficult to continuing doing the things we enjoy. Luckily, there are multiple ways you can maximize your income and cut a few corners… read more →

Did you make reviewing your Estate Plan one of your new years resolutions?

The New Year is always a good time to take a look at your estate plan to make sure it is up to date. It has been shown that less than half of people actually have yet to put any estate documents into place and those who have done it may have outdated documents. Typically,.. read more →

Make Your Home Fit Your Needs

With the cost of nursing homes on the rise, more and more are planning for ways to stay in their homes. AARP research reported that they consistently find the vast majority of people age 50 and older want to age in their home and continue to live in their community as long as possible. The.. read more →

Senior Center Month

The first national celebration of senior centers began in 1979 during what was called Senior Center Week during the month of May. It wasn’t until 1985, thanks to the U.S. Conference of Mayors Aging Task Force, numerous mayoral proclamations, and the National Institute of Senior Centers, President Ronald Reagan signed the first Senior Center Week.. read more →

Creating a Revocable Living Trust? Consider the Common Pot

When you create a revocable living trust, there are countless factors that have to be considered with regard to how and when your assets should be distributed to your beneficiaries. This is especially true if you have young beneficiaries (such as minor children or grandchildren) or older beneficiaries who you do not want to inherit.. read more →

The Bridge to Brain Health

Intellectual challenge and problem solving satisfaction has made the game of bridge attractive to players since its inception which dates back to the early 16th century England where the first reference in 1529 is in a published sermon. There are an estimated 25 million bridge players in the United States, including such fanatics as Warren.. read more →

Exciting New Changes to Transfer Tax Rules in New Hampshire

For anyone who owns real estate in New Hampshire, the dreaded transfer tax is like a dark cloud looming over our attempts at estate planning and asset protection.  While moving property into a revocable trust has generally been accepted by the New Hampshire Department of Revenue Administration to be subject only to minimum transfer tax.. read more →

Potential Estate Planning Conflicts With Second Marriages

After a second marriage, it is critical that you update your estate plan to ensure that the people you want to receive your assets, in the manner in which you want them to be distributed. Second marriages often bring up possible issues when there are children from prior relationships involved. It is important to think.. read more →

Naming Beneficiaries of Your Stocks

When creating your estate plan, it is important to consider who should receive your assets and at what time. This involves all types of assets, including shares of stock. The good news for those people who are trying to plan their estate is that many stocks and mutual funds allow the owners to utilize transfer-on-death.. read more →