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Financial Blunders Grandparents Should Avoid with Grandchildren

February 15, 2025
Helping grandchildren financially can be rewarding. However, avoiding common mistakes ensures that your generosity doesn’t harm your finances or family relationships.
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Estate Planning Is Essential for Unconventional Couples

February 14, 2025
For all couples, conventional or not, planning is important. For unconventional couples, it is essential and a basic ingredient of a loving relationship.
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What’s the Difference Between a Living Will and Last Will and

February 12, 2025
Creating a will isn’t a luxury for the wealthy—it’s a protective measure for those we love.
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What are the Social Security Changes for 2025?

February 11, 2025
Social Security adjustments in 2025 will impact benefits, retirement planning and eligibility for millions of Americans. Understanding these changes is crucial for seniors and their families.
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The Executor's Checklist: Key Responsibilities and Timelines

February 10, 2025
Serving as an executor is a significant responsibility that requires careful attention to legal, financial and administrative details to ensure a smooth probate process.
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How to Discuss Estate Planning with Aging Parents and Adult

February 9, 2025
Open and honest conversations about estate planning can reduce future stress, prevent conflicts and ensure that everyone’s wishes are respected.
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Structuring Inheritance to Protect a Child With Addiction

February 7, 2025
Carefully structuring an inheritance can safeguard a child with addiction from financial harm, while providing the support they need to recover.
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Do You Need a Will or a Trust?

February 6, 2025
The New Year is a chance to reflect on the past and to make changes to the future.
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Estate Planning for Freelancers and the Self-Employed

February 4, 2025
Freelancers and self-employed individuals face unique challenges in estate planning, requiring tailored strategies to protect their assets, businesses and loved ones.
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How to Balance Love and Legacy in a Second Marriage?

February 3, 2025
Navigating the complexities of blended families requires careful consideration of both emotional dynamics and legal rights to ensure that everyone's interests are protected.
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