Estate Management

1. Senior Money: Deferred Annuities Part II, Immediate Annuities

   Kerry Peabody, Long Term Care Insurance Specialist at Clark Insurance We’re talking about “deferred annuities” this week, in a three part series. Here’s Part II: Immediate Annuities. We’ve talked about “deferred annuities,” which are tax-advantaged savings & … Continue

2. Senior Money: Part 1 Indexed Annuities

   Kerry Peabody, Long Term Care Insurance Specialist at Clark Insurance Let’s talk a little bit more about “deferred annuities” this week, in a three part series. Here’s Part I: Indexed Annuities. A deferred annuity is a tax-advantaged … Continue

3. Maine Money Planning: My Family Will Take Care of Me

   “My family will take care of me.” How often have we heard that during the long term care discussion? This is a common sentiment, and it’s nice and warm and fuzzy, but in most cases is just … Continue

4. Elder Abuse in Maine: Sometimes Financial

   John Nale, Nale Law Offices It is not uncommon for an elderly or disabled person to entrust his/her finances to a third party.  For example, an elder may execute a power of attorney as a simple estate … Continue

5. Maine Money Planning: Outliving Your Money

   Kerry Peabody, Long Term Care Insurance Specialist, Clark Insurance Let’s take a break from long term care, and talk about an issue that my clients are becoming more concerned with. There’s another risk that comes with a … Continue

6. Maine: Your Area Agencies on Aging at Work

   The Older Americans Act of 1965 created the Administration on Aging as the federal level advocate and coordinator of services for the elderly.  Area Agencies on Aging were created as the local-state agencies charged with advocating for … Continue

7. Maine Gets New Area Agencies on Aging Director

   The Maine Association of Area Agencies on Aging is pleased to announce that Jessica Maurer, Esq. is the new Executive Director. Jessica worked as an attorney in the Maine Office of the Attorney General for nearly two … Continue