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“Funding” is an Important Part of Long-Term Care Planning.

Month: October 2020

“Funding” is an Important Part of Long-Term Care Planning.

“Funding a trust” refers to the action of taking an asset in an individual’s name and moving it into a revocable or irrevocable trust.  When planning for long-term care, funding an irrevocable trust is a crucial part of the asset

Clelia Pergola, This month’s Alpha Woman

This month’s featured Alpha is Clelia Pergola. I’ve had the pleasure of working with Clelia to plan an event, and found her to be Absolutely Alpha. Clelia is courageous, entrepreneurial and empathetic, and she gives her all to everything she

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