AIM

Estate Planning

Elderly couple embracing at home Parkinson’s estate planning Maine

When a Diagnosis Changes Everything: A Maine Family’s Parkinson’s Story

John, a retired mechanic from central Maine, was diagnosed with Parkinson’s disease at age 68. His doctors told him and his wife, Linda, to expect slow progression. At first, the symptoms were mild. John had a slight tremor in his hand. He moved more slowly and struggled with balance. Life mostly continued as normal. Over […]

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Parkinson’s Awareness Month and estate planning in Maine

Parkinson’s and Estate Planning in Maine: What Families Need to Know

Parkinson’s Awareness Month and Why It Matters April is Parkinson’s Awareness Month, and for many Maine families, Parkinson’s is not just something they read about — it is something they live with every day. Parkinson’s is a progressive disease, and as it advances, many individuals eventually need help at home, assisted living, or nursing home

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Spring clean your estate plan checklist for Maine families

Spring Clean Your Estate Plan: A Simple Checklist for Maine Families

Spring in Maine is when maple syrup season winds down, fishing season starts up, camps begin to open, and people start making lists of everything that needs to get done after a long winter. It’s a season for getting organized and preparing for the months ahead. It’s also a good time to review something many

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The Great Wealth Transfer – Estate planning for women in Maine and protecting assets for the next generation

The Great Wealth Transfer: Why Women in Maine Need an Estate Plan Now

Women’s History Month Feature Every March, during Women’s History Month, we celebrate the contributions women have made to our families, communities, and society. But there is also an important financial story happening right now that particularly affects women — something called the Great Wealth Transfer. Over the next 20–25 years, trillions of dollars will pass

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