Why Estate Planning is for Everyone
Two common misconceptions when it comes to Estate Planning are: “I am young so I don’t need it” and “I […]
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Estate Planning
If You Haven’t Been Regularly Reviewing Your Estate Plan, Start When You Hit 60
How frequently you should review your estate plan depends on how old you are and whether there has been a
If You Haven’t Been Regularly Reviewing Your Estate Plan, Start When You Hit 60 Read Post »
Estate Planning and Retirement Considerations for Late-in-Life Parents
Comedian and author Steve Martin had his first child at age 67. Singer Billy Joel just welcomed his third daughter.
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New Brokerage Account Safeguards Aim to Protect Seniors From Financial Scams
New rules have been put in place to protect seniors with brokerage accounts from financial scams that could drain the
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Tailoring a Will and Power of Attorney for Multiple States
If you own property – whether houses, bank accounts, or vehicles – in more than one state, do you need
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Choosing Retirement Account Beneficiaries Requires Some Thought
While the execution of wills requires formalities like witnesses and a notary, the reality is that most property passes to
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A Guidebook to Planning for Old Age
Joy Loverde. Who Will Take Care of Me When I’m Old? Plan Now to Safeguard Your Health and Happiness in
A Guidebook to Planning for Old Age Read Post »
Estate Planning and Retirement Considerations for Late-in-Life Parents
Older parents are becoming more common, driven in part by changing cultural mores and surrogate motherhood. Comedian and author Steve
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Costs of Some New Long-Term Care Insurance Policies Going Down in 2018
While long-term care insurance costs are up in general, some policies are going down in 2018, according to the 2018
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