Estate Management

1. Maine Retirement Living:alternative home buying options

   Are you trying to downsize but worried about either selling your house or getting a mortgage for that new condo? Yarmouth Community Services is hosting a class Wednesday night, 6-8 p.m., at Yarmouth High School, on financing … Continue

2. Planning Ahead for Long Term Care

   Join Kerry Peabody of Clark Insurance for an educational workshop “Planning Ahead for Long Term Care” Let’s face it – most of us will be affected by long term care at some point, either when we need … Continue

3. Your Retirement Safety Net: LTC Insurance

   by Kerry Peabody, CLTC Congratulations, you’ve made it! Retirement is right around the corner, and you’re ready to breathe a big sigh of relief. You’ve saved wisely and made good investments… but now there’s one more thing … Continue

4. Maine Medicaid: What’s Your Plan Part II

   In my last blog, (Maine Medicaid: What’s Your Plan?) we talked about Medicaid/MaineCare financial qualification. It boils down to this – you can ask the state for help, but before they’ll help you, you need to spend … Continue

5. The Salvation Army and Aid to Japan

   For the latest updates on The Salvation Army’s response to this disaster, please visit the Salvation Army blog. We were glad to get this update from Harland Goodwin, the planned giving director of The Salvation Army in … Continue

6. Maine Medicaid: What’s Your Plan?

   by Kerry L. Peabody, CSA, CLTC, a Long Term Care Insurance Specialist with Clark Insurance “I don’t want the state to take everything I have.” I often hear this when I begin discussing Medicaid with my clients. … Continue

7. Reverse Mortgages, Home Equity:Options for baby boomers and seniors in a tough economy

   By Andrew C. Helman, Bernstein Shur, Counselors at Law Using home equity as a financial resource As another year of anemic economic activity ends, seniors and baby boomers have an opportunity to consider whether it’s time to … Continue