Financial Planning

1. 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

2. 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

3. Long Term Care Insurance: Investing Instead? A Case Study

   “I think I’ll just invest the money ever year, instead of spending it on long term care insurance. That way, I’ll have enough money to pay for care myself.” by Kerry Peabody Often, a client sees the … Continue

4. Fixed, Deferred Annuities: Saving for Retirement

   One of the factors that lead to insecurity about long term care is a bigger problem – financial security, regardless of your long term care needs. Many people worry from day to day about their money lasting, … 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