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Organizational Apps That Help You Move & More!

Organizational Apps That Help You Move & More!Our practice produces many important documents for elderly clients. Clients may forget where these documents are located within their home, lose track of the documents’ location over the course of a move, or may pass on without sharing the actual documents (or their location) with their children, executor, or guardian.

There are a few smartphone apps that can assist individuals and families to keep track of important documents such as wills or advanced directives (healthcare proxy, etc.). This tool works in conjunction with the app’s ability to catalog the contents of entire homes. This umbrella function helps with ongoing organizational efforts as well as moving assistance.  

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Help Your Grandchildren Pay for College: 529 Plans

Russo Law Group P.C. - Help Your Grandchildren Pay for College: 529 PlansMany seniors who want to help their children and grandchildren ask, “How can I help my grandkids pay for college?”

Helping pay for college can alleviate a lot of stress that a grandchild or the parents of a grandchild may be feeling. It also makes the grandchildren happy and gives them the educational tools to forge a career and support themselves for the rest of their lives. This gift is one that many grandparents are not only happy to give, but look forward to.

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What is Your Legacy? It’s Never Too Late to Create One!

John Brancaccio - What Is Your Legacy? It’s Never too Late to Create One!

Creating a legacy is a way to honor your life and benefit future generations. We always remind our clients—when it comes to estate planning: one size does not fit all.

When we meet with new clients to implement their estate planning, one of the many questions we ask include, “What are your estate planning objectives?” We ask this question because every client has different goals and thus, every client’s estate plan must be tailored to reach these goals.   

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Caring for a Child with Special Needs? You May Be Eligible for Early Social Security Benefits

Caring for a Child with Special Needs? You May Be Eligible for Early Social Security BenefitsCaring for a child with special needs requires many resources, one of which may be Social Security Disability Insurance (SSDI).

When a parent of a child with special needs retires and begins receiving Social Security retirement benefits, the child may qualify for SSDI. A lesser known provision in the Social Security regulation allows the spouse of the retiree to also receive Social Security benefits regardless of whether they are of retirement age or not—so long as they are caring for the child with special needs at home.

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