This week’s ezine contains an article about discussing estate planning with your parents. A copy of the ezine is included below. Please read the article and make it a point to discuss this important topic with your family. All too often, people put off their planning until it is too late. We also have a link to a wonderful [...]
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Archive for March, 2010
Estate Planning as a Family Conversation
Tuesday, March 30th, 2010Phone Scam Targets the Elderly
Tuesday, March 23rd, 2010In this weeks ezine we have an article about a phone scam that is targeting the elderly in our area. I have put a copy below. Please read it and arm yourself against scammers. We also have a link to a social security estimator web site that you can use to estimate how much social [...]
“How To Get Your Ducks In A Row” workshops
Tuesday, March 23rd, 2010This month we will be holding 3 long term care planning workshops. Our first workshop will be held on Tuesday, April 6, 2010 from 1:30 to 3:00 pm at the Cape Cod & Islands Association of Realtors Conference Center, 22 Mid Tech Drive, West Yarmouth. Our second workshop will be on Tuesday, April 13, 2010 from 1:30 to 3:00 [...]
Profile of Older Americans
Tuesday, March 16th, 2010America is changing and the latest information is very interesting. The sixty five and older population will be over 40 million this year. The 85+ age group is expected to grow to 5.7 million people this year from 4.2 million in 2000. Our ezine the Family Wealth Report gives you this information and more. If [...]