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Paul Mitchell, CELA, on What is Your Most Important Estate Planning Document? – LIVING WELL Magazine

What is Your Most Important Estate Planning Document?
Paul Mitchell, CELA, East Denver LIVING WELL Magazine

Assume that you and your husband have been happily married for 50 years. You have two children and you get along with them and their spouses. Imagine that! Your home and bank accounts and investments are in joint tenancy. Life insurance and IRAs are paid to the surviving spouse, otherwise to your children equally. […]

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Dannel Funeral Home on Funerals as Celebrations – LIVING WELL Magazine

Funerals as Celebrations

Courtesy Dannel Funeral Home, Texoma LIVING WELL Magazine

There are those for whom the comforts of traditional funeral arrangements bring a welcome sense of order and peace. Others imagine a more joyful, less somber occasion. There is a growing trend for personalized services that reflect what was unique, and beloved, about the deceased – funerals that help people remember and laugh, as well as remember and cry.
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Craig Watson on Planning to Avoid Probate – Texoma LIVING WELL Magazine

Planning to Avoid Probate and Guardianship without Using a Living Trust

Craig Watson, Texoma LIVING WELL Magazine

Arvie is an 85-year-old widow in good health. She delights in her two adult children, who also enjoy a good relationship. Her will was drafted over a decade ago. She owns a house (debt free) and about $150,000 in cash. She has a long term care insurance policy in case she needs nursing home care. She wonders if she needs a power of attorney and a medical directive, so she schedules an appointment with an elder law attorney. […]

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Memories of Food Bring Fond Recollections to Paul Messinger

Paul Messinger Talks About Memories of Food in Scottsdale SENIOR Magazine

By: Paul Messinger

I’ve always loved to eat. I don’t eat large quantities, but I savor specific tastes and aromas associated with food. A particular smell can evoke sweet memories for me. When I get a whiff of a particular food aroma, the smell often reminds me of another place and another time in my life. Food smells usually bring me good memories, along with an occasional not so good one. […]

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Vision Bank, N.A. on Selecting the Right Trustee for Your Trust, for SENIOR Magazine

By: M. Keywood Deese, senior vice president & trust officer at Vision Bank, N.A, for Texoma SENIOR Magazine

When considering using a Revocable Living Trust for your estate plan, there are several items to consider and talk over with your attorney and family. One that is particularly important is the selection of the person, bank or trust company to manage your trust. You want the person or firm you choose as trustee to manage your trust to be knowledgeable about investing and diversifying the investments to reduce risk while also working within your preferences and directives. Obtaining answers to the following items will help you with your selection: […]

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The Home Smart Performance Team: “Real Estate Investments in My Retirement Account, Really?”

By: Steven Anderson, The HomeSmart Performance Team, SENIOR Magazine (Scottsdale edition)

Did you know you can purchase real estate investments with your retirement plan? Well, you can!

Contrary to what your stock broker or financial planner may have told you, stocks, bonds and mutual funds are not the only permissible investment choices for your retirement account. If you are increasingly dissatisfied with your stock-market-based retirement plan portfolio, there are alternatives. A self-directed retirement plan may be the solution. […]