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Inheritance Lessons to Learn From Ted Turner's Passing

August 22, 2026
The passing of a high-profile individual often brings renewed attention to estate planning. While every family is different, thoughtful planning can help reduce uncertainty and make the transfer of wealth more orderly.
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Why You Can’t Really Create a Will Yourself

August 19, 2026
The money you save writing your own will today can cost your family many times more after you’re gone.
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How the OBBA Changed Estate Planning

August 18, 2026
Major tax legislation can reshape estate planning strategies overnight. Understanding how the One Big Beautiful Bill Act affects wealth transfer, tax planning and long-term financial goals is essential for keeping an estate plan current.
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Can a Nursing Home Take My IRA?

August 16, 2026
Many retirees worry that a nursing home will simply seize their retirement accounts if long-term care becomes necessary. The reality is more complicated and understanding how IRAs are treated can help families plan more effectively.
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Protecting a Lifetime of Savings from Cost of Long-Term Care

August 15, 2026
A lifetime of careful saving shouldn’t vanish in a few short years of long-term care bills.
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Estate Planning Fundamentals You Need to Know

August 14, 2026
This guide covers key strategies for creating, updating and coordinating estate plans to protect assets and ensure that they are distributed according to your wishes.
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Your Estate Plan Goes Digital: Don’t Let Heirs Get Locked Out

August 13, 2026
Your family can’t inherit what they can’t find — or can’t unlock.
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The Dangers of Using AI to Write Your Will

August 12, 2026
Artificial intelligence can be a useful tool for gathering information. However, relying on it to create legally binding estate planning documents can lead to costly mistakes.
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How Medicaid Planning Helps Heirs

August 10, 2026
Thoughtful Medicaid planning is not only about qualifying for long-term care benefits. It can also help reduce financial burdens on family members and preserve assets for future generations.
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Having the Talk with Aging Parents

August 9, 2026
Nothing truly prepares you for the day you’re sitting across from your aging parents, trying to piece together a financial picture they have spent a lifetime likely keeping private.
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