Estate Management

  1. 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

  2. Long Term Care Insurance: Some in Maine Can Self-Insure

    “Why can’t I just pay for my own long term care?” I get that question frequently, and the answer is: you can. Self-insuring, or simply deciding you’ve got enough money on hand to pay for your own … Continue

  3. Self-Insuring for Long Term Care

    Maybe you’ve thought about long term care, and you’ve decided that you have enough money tucked away to take care of it when it happens to you. We insurance nerds call that “self-insuring.” You’ve decided that you’ll … Continue

  4. Home Safety Assessment Checklist

    When you begin to think about staying safely and comfortably in your own home, it’s not easy to think of everything. Here’s a very comprehensive home safety assessment list that you can download and print. It’s a great … Continue

  5. Tax Credits Part II: Long Term Care?

    Tax guru I am not, but I thought it might be helpful to review some of the federal tax rules related to family care providers’ medical and dental expenses. Since this is a pretty long article, I’ve … Continue

  6. Tax Credits Part I: Home Renovations Might Qualify as Tax Deductible

    Tax guru I am not, but I thought it might be helpful to review some of the federal tax rules related to family care providers’ medical and dental expenses. Since this is a pretty long article, I’ve written … Continue

  7. Becoming Financially Wary in an Electronic World

    I heard about something the other day that I thought I should pass along. An acquaintance of mine had her checkbook stolen. Before she could notify her bank, the thieves were able to go to the local … Continue

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