Author Archives: Rick Messemer

Sharing your family history – where to start

Part II – Sharing Family History: Where to Start   Every Story Media Guest Blog in three parts (this is #2 of 3) In this three-part series, Lyn Jackson of Every Story Media looks at why it’s important to capture … Continue reading

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YOUR FAMILY STORY…….why it’s important

In this three-part series, Lyn Jackson of Every Story Media looks at why it’s important to capture and preserve your family stories, values and traditions, how to get started, and why video is the best method. Aging offers gifts, if … Continue reading

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The Cost of Dementia

The cost of any illness or disability can be staggering, but the average cost of caring for a loved one with DEMENTIA can be staggering. Dementia is the “umbrella term” for a number of cognitive disorders.  This is just a … Continue reading

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Health Care Power of Attorney (POA) and Living Wills (Advance Directives)

We usually don’t have a list of phone calls on a Monday morning asking to talk about “end of life” wishes, BUT it is a very important topic.  There are basically two (legal) ways that you can communicate your health … Continue reading

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Dementia Friendly Business

DEMENTIA FRIENDLY BUSINESS! Carolina Estate Counsel just competed the course requirements to certify us as a “Dementia Friendly Business”.  This initiative came about through the 2015 White House Conference on Aging and offered two basic points for businesses to follow: Commitment:  … Continue reading

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Alzheimer’s and Estate Planning

BE PREPARED! Estate and Elder Law planning is even more important if you suspect that you or a loved one is in the early stages of Alzheimer’s or any progressive cognitive disease. Here are just a few areas you should … Continue reading

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Special Needs Trust

What is a “Special Needs” trust? Special Needs Trusts are created to comply with the complex rules of federal needs-based benefits programs that are important and may be available to people with disabilities, such as: • Supplemental Security Income (SSI) … Continue reading

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Long Term Care…….. are you part of the 70%

In the 2000, almost 10 million people needed some form of long-term care in the United States. Of this population, 3.6 million (37%) were under age 65 and 6 million (63%) were over age 65 (Roger & Komisar, 2003). Almost … Continue reading

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Cost of Skilled Nursing and What to do?

Why even discuss skilled nursing? There are some statistics that everyone needs to know. 1. At least 70% of people 65 years old and older will need some type of long term care in their lives.  Many will require Long Term Skilled Nursing … Continue reading

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TRUST ADMINISTRATION CHECKLIST

You are the Trustee? Many Trusts are set up in a way that the Trustee can “Administer” the trust without additional professional assistance.   In those cases, here is a sample “checklist” of those tasks that need to be completed: Obtain … Continue reading

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