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Special Needs Planning: Is an ABLE Account or Special Needs Trust Right for You?

July 25, 2024
Special needs planning can make a world of difference for disabled loved ones. Leverage ABLE accounts and Special Needs Trusts to care for them, even when you're gone.
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Trusts Prevent Delays for Loved Ones

July 24, 2024
Your family may struggle to get the money you leave them if it gets caught in probate. Set up a trust to ensure that your loved ones are secure, even when you're gone.
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Trust Terms: A Guide to How Trusts are Created and Distributed

July 23, 2024
Learn the steps and key terms for trust creation and administration from asset selection to drafting with an attorney to the trustee's financial and administrative obligations.
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Retirees Face Financial Strain Due to Medical Care

July 22, 2024
Retirees face high healthcare costs, spending an average of $7,540 annually. Proper estate planning helps manage these expenses and secure financial stability.
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How to Discuss Estate Planning with Your Aging Parents

July 21, 2024
Discussing estate planning with your aging parents is vital to protect their wishes. It can be a hard conversation to start. However, it’s still necessary.
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Planning Your Own Funeral Eases the Burden for Your Loved Ones

July 20, 2024
By considering these aspects of funeral planning now, you can provide a final gift to your loved ones—a well-thought-out plan that eases their load during a difficult time.
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Lessons from the Hilton Trust Contest: Navigating Estate

July 18, 2024
The Hilton family trust contest has valuable estate planning lessons for everyday Americans to follow. Learn from Barron Hilton.
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Estate Planning Checklist to Keep You Focused

July 17, 2024
For people nearly or newly retired, who potentially still have decades ahead for their assets to compound and grow, estate taxes are a huge concern.
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Inheriting a House? Navigate Your Options and Responsibilities

July 16, 2024
Inheriting a house? Learn the legal considerations and your options to ensure a smooth inheritance process.
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What Is the Impact of Gifts on Medicaid Eligibility for Seniors?

July 15, 2024
Learn how gifts can impact Medicaid eligibility and how to best care for your loved ones.
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