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    Planning in Advance: Make Sure You Know What Your Bank Requires

    No one enjoys planning for the possibility that they can no longer handle their own affairs. Yet this sort of advance planning is an essential way to ensure your wishes are respected and your finances are in order. One easy to use tool is the Durable Power of Attorney form…

    Keep a Lookout: The Latest Updates on Senior Scams

    Perhaps this is familiar: the phone rings and your elderly parent answers to hear the voice of a frightened teen.  Thinking it’s a grandchild calling in distress, they listen to instructions about wiring money to help in this crisis. Only it’s not a crisis- it’s a scam. The elderly are…