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Articles

James & Leu, LLP, Who Can You Trust?, as Seen in SENIOR Magazine

Who Do You Trust?

By: Lori A Leu, James & Leu, LLP, for Collin SENIOR Magazine

Long-term care planning involves many important decisions, and nothing is tougher than deciding how to involve your adult children in the process. They will always be your children, no matter how old they get. You remember their childhood mistakes all too clearly; that baseball through the window, the hassles over chores and homework. Then their teen years brought you another whole new set of parenting challenges. Remembering it all makes it difficult to view your children now as responsible adults that you can trust with your care, your money, and your future—no matter how much they have grown and matured. […]

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Articles

Dannel Funeral Home on End-of-Life Preparations, as seen in SENIOR Magazine

Families Deciding Together

Courtesy Dannel Funeral Home, for Texoma SENIOR Magazine

When a death occurs, families gather. Frequently, they must respond quite suddenly. Perhaps they travel long distances. In the midst of their grief, they must make approximately 300 decisions about services and disposition. Ideally, there are pre-arrangements that serve as an invaluable guide. So often, though, without knowing exact wishes, family members struggle with the right choices to honor their loved one and bring comfort to everyone else. […]

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Articles

Diane LaPlace, from Keller Williams, Talks About Protecting Your Real Estate, as Seen in SENIOR Magazine

Protecting Your Real Estate and Other Valuables

Diane LaPlace, Keller Williams, for Northshore SENIOR Magazine

(Part One)

Why should senior citizens be concerned? The answer: Fraud.

Many older American citizens have a nest egg that they are counting on to support them financially for the rest of their lives. They usually own their own home and have other assets that a con man will try to take from them. […]

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Articles

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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Articles

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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Articles

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. […]

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Articles

American Bank of Texas on Community Banking Month

By: Ginger Nye, American Bank of Texas, SENIOR Magazine (Texoma Edition)

April was Community Banking Month. As Washington DC seeks solutions for the current economic crisis, community banks stand ready to support local economies. With nearly 23,000 locations nationwide, they are well-capitalized, local financial powerhouses that are ready and able to help mobilize local economies which are the lifeblood of the nation’s economy. […]