Finance & Legal

Letter of Instruction: The Most Important Letter You’ll Ever Write

“Where is Mom’s Social Security card?” It’s a common refrain when someone can’t help with their own affairs. Confusion and uncertainty compound the difficulties of dealing with a family emergency. There is a way to help those who … Continue

New Brann & Isaacson Partner Offers Senior Estate Planning Expertise

The law firm of Brann & Isaacson is pleased to announce that Kenleigh A. Nicoletta has become a partner of the firm. She is a member of the Maine Bar, and serves on the Board of the … Continue

Is Long Term Care Insurance a Good Investment?

Should You Consider Investing in Long Term Care Insurance? A Q&A with Barry Kohler, SVP and Director of Trust and Wealth Management at Androscoggin Trust and Wealth Management Q: What’s the simple definition of long term care … Continue

Social Security Benefits: 10 fast facts about social security

1. Social Security benefits are paid to about 57 million people. Most (40 million) are retirees and their families. The rest are workers who become disabled and families in which a parent or spouse dies. 2. About … Continue

Fiscal Cliff: Retirees Near the Edge

This opinion piece talks about the fiscal cliff faced by some folks nearing retiremen. Written by the Morning Sentinel in Waterville and worth sharing! OUR OPINION: Near-retirees heading for their own fiscal cliff It’s no question that we … Continue

Filial Responsibility: will I have to pay for my parent’s care?

Filial responsibility laws were in the news recently when a Pennsylvania court ruled in May that an adult son had to pay his mother’s $93,000 rehab bill. She recovered and moved back to Greece before her medicaid application was … Continue

2012 Tax Update: Maine Tax and Medicaid Law

Learn how to avoid “cracks” in your nest egg at a free seminar for seniors Wednesday, February 8, from 10 a.m. – noon at the Knights of Columbus Hall in Brunswick, 2 Columbus Drive. The workshop has been … Continue