2009 Newsletters
December 2009
- Avoiding Common Investment Mistakes – Dec 25, 2009
- Year-End Tax Planning Tips – Dec 18, 2009
- Intrepretation of Trust Agreements – Dec 11, 2009
- Estate Planning For Blended Families – Dec 4, 2009
November 2009
- Taking Care of the Family Business During the Holidays – Nov 27, 2009
- Preparation is the Key to Minimizing Stress and Regrets – Nov 20, 2009
- Holiday Blues – Depression in the Elderly – Nov 13, 2009
- The Dos and Don’ts of Long-Term Care Insurance – Nov 6, 2009
October 2009
- Northwestern Mutual Introduces Long Term Care Cost Calculator – Oct 30, 2009
- Pooled Trusts – Oct 23, 2009
- Seniors’ Debt on the Rise – Oct 16, 2009
- Forfeiture Clauses in Trusts – Oct 9, 2009
- Long-Term Care Insurance – Navigating the Paperwork Maze – Oct 2, 2009
September 2009
- Financial Advisers and Alzheimer’s Disease – Sep 25, 2009
- In Case of An Emergency – Sep 18, 2009
- National Memory Screening Day – Sep 11, 2009
- Dodging Disaster – The Need for a Life Insurance Review – Sep 4, 2009
August 2009
- A Letter From Allie – Aug 28, 2009
- Seniors and Driving – Aug 21, 2009
- Advance Medical Directive Explanation – Aug 14, 2009
- Are Your Assets Really Diversified? – Aug 7, 2009
July 2009
- Don’t Forget to Pass on Passwords – Jul 24, 2009
- The Benefits of Funeral and Burial Pre-Planning – Jul 17, 2009
- How to Approach Your Parents About Their Estate Planning – Jul 10, 2009
- Navigating the Top Five Retirement Risks – Jul 3, 2009
June 2009
- Caregiver Burnout – Adult Day Care to the Rescue – Jun 26, 2009
- Long-Distance Caregivers Receive Help – Jun 19, 2009
- Legacy Letters and Ethical Wills – Jun 12, 2009
- Life Estate and Medicaid – Jun 5, 2009
May 2009
- Stimulus Payments for Seniors and Persons with Disabilities – May 29, 2009
- Oast & Hook Shred Day and Relocation – May 22, 2009
- Retirement Benefits and Life Insurance – May 15, 2009
- Seniors and Falls – A Critical Combination – May 8, 2009
- Powers of Attorney and Fiduciary Duty – May 1, 2009
April 2009
- Grandparent Visitation Rights – Apr 24, 2009
- Spouses and Undue Influence in Executing a Will – Apr 17, 2009
- Dementia And The Vanishing Legacy – Apr 10, 2009
- Confidential Relationships and Joint Accounts – Apr 3, 2009
March 2009
- Oast & Hook Shred Day is Coming! – Mar 27, 2009
- Oast & Hook Community Outreach – Mar 20, 2009
- State Nursing Homes For Veterans – Mar 13, 2009
- Nursing Homes For Veterans – Mar 6, 2009
February 2009
- Trust Protectors and Fiduciary Duty – Feb 27, 2009
- Pet Trusts – Feb 20, 2009
- ERISA Plans, Beneficiary Designation Forms, and Divorce – Feb 13, 2009
- What Is DocuBank? – Feb 6, 2009
January 2009
- The Uniform Power of Attorney Act – Jan 30, 2009
- Social Security – Retire Online – Jan 23, 2009
- Housing Crisis Affects Seniors’Efforts to Move – Jan 16, 2009
- Amended Special Needs Trust Still Exempt – Jan 9, 2009
- Required Minimum Distribution Requirements Waived For 2009 – Jan 2, 2009
