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Monthly Archives: June 2023

Snowbird

Estate Planning For Part-Time Florida Residents

By David Toback |

Florida is a nearly perfect location for retirees.  Everywhere you look, you find restaurants offering early bird specials, and you never have to shovel snow to get there.  The sea breeze keeps the weather mild for most of the year, and your own backyard is a great place not only for bird watching, but… Read More »

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Senior_Girlfriend

Romance Scams Are Among The Most Preventable Types Of Financial Abuse Of The Elderly

By David Toback |

Financial abuse is one of the most widespread forms of elder abuse, because it can occur when the victim is in a nursing home, living in a multigenerational household, living alone, or in almost any other situation.  The abuser can be a family member, a professional caregiver, a new friend or love interest who… Read More »

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Shocked_Senior

What If Aging In Place Isn’t As Cheap As You Think It Is?

By David Toback |

The decision to stay in the home where you raised your children for as long as your health permits or to move to a smaller one that better fits your post-retirement lifestyle involves strong emotions, as well as practical considerations of a financial and non-financial nature.  If you are already living in a multigenerational… Read More »

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LongGame

How To Fly Under Medicaid’s Radar When Spending Down Your Assets

By David Toback |

When estate planning lawyers ask new clients about their financial goals for retirement, the clients sometimes say that they want to be able to afford to live off of the interest from their savings.  Some say that they want to have enough money saved to last them for 25 or 30 years past retirement. … Read More »

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