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ARTICLES

Michael S. Winsten

Continuing Care Retirement Communities on the Rise

Continuing care retirement communities (CCRC), sometimes referred to as life plan communities, the goal is to provide a long-term care option for older residents. These residents prefer to live in the same community, though in different phase locations, during their aging process. In essence, it is a continuum of care that will see you through your pre-planned stages of older life.
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Michael S. Winsten

Make Your Wishes Final With a Will

It is important to create a last will and testament to make sure your final wishes regarding your asset disbursement are properly followed. If you have people who you love and care for, then creating a will for your peace of mind and their protection is the right thing to do.
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Michael S. Winsten

Avoid These Mistakes When Planning for a Special Needs Family Member

People identified with special needs age five and older are today the greatest minority group at 58 million Americans. The majority of federal and state benefits available to help persons with disabilities are needs-based, meaning income and assets are strictly limited and can often be misinterpreted, resulting in costly mistakes.
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Michael S. Winsten

Preparing a Quality End of Life Plan

The records conveying your final wishes for care and asset management are called powers-of-attorney documents, and these entrust an appointed person to act on your behalf when you are no longer able to. But when it comes to actually using those documents at the time of a healthcare crisis, clear and powerful documents are just the beginning.
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Michael S. Winsten

Dementia Does Not Discriminate

Famous for starring in shows like Animal Adventures, Voices for Wildlife, and Into the Wild, Jack Hanna, suffering from dementia has decided to retire. Known as "Jungle" Jack, he left the Columbus Zoo and Aquarium, where he served as director, then director emeritus, for 42 years in December 2020.
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Michael S. Winsten

Factors to Consider When Deciding on an Irrevocable Life Insurance Trust

The federal estate tax exemption allowance seems to be at risk of being reduced, and so it may be a good idea to reevaluate your estate plan. Senate Democrats are proposing to lower the current estate tax exemption from $11.7 million to $3.5 million for individuals and $23.4 million to $7 million for couples. Whether this particular Congressional bill will pass into law is unknown; however, change is likely coming to estate tax exemptions.
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Michael S. Winsten

Complete Your Estate Plan Online

In these times, it is important to keep a physical distance to stop the spread of the coronavirus. Call or email us to find out how we can help you complete your estate plan without taking a single step outside your safe home. Formerly, most states required that important legal documents must be signed in person.
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Michael S. Winsten

Britney Spears’ Conservatorship

Britney Spears started her career with the Mickey Mouse Club at the tender age of eight. Later, when she was in her twenties, she was reported as having a bit of an emotional melt-down and ended up spending some time in an institution.
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Michael S. Winsten

Responsibilities of a Fiduciary

At some point in your life, a family member or friend may request you be their power of attorney. Your person may be planning for when they might become unable to take care of their affairs. For example, they might become disabled or incapacitated, and they would need a trusted person to step in and manage for them. This is also necessary if the person is writing a will, and his or her estate must go through the probate process.
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