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Estate Planning

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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Estate planning for women in Maine discussing wills trusts and long-term care planning

Estate Planning for Women in Maine: Why It Matters More Than Ever

March is Women’s History Month — a time to recognize the strength, resilience, and contributions of women throughout history. It is also a meaningful opportunity to reflect on something deeply personal: protecting your future, your family, and your legacy. For women in Maine, estate planning is more important than ever. Whether you are planning ahead

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St Patrick’s Day estate planning reminder for Maine families about wills and trusts

Don’t Leave It to Luck: An Estate Planning Reminder This St. Patrick’s Day

Celebrating the “Luck of the Irish” Each year on St. Patrick’s Day, people across Maine celebrate Irish heritage with green clothing, festive gatherings, and plenty of talk about the “luck of the Irish.” Shamrocks, four-leaf clovers, and stories of pots of gold all remind us of the fun idea that good fortune can appear when

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MaineCare gifting rules illustration showing cash in envelope for article about gifting money before applying for MaineCare

Can You Gift Money to Family Before Applying for MaineCare?

Many families ask this question when planning for long-term care: What should you consider about gifting money before applying for MaineCare? “Can I give money to my children or grandchildren before applying for MaineCare?” The short answer is yes, but you must be very careful. Gifts made before applying for MaineCare can create serious problems

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