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Guarding Women's Wealth with Estate Planning

October 23, 2024
Active wealth and estate planning strategies are essential for senior women to safeguard their financial future from challenges related to longer lifespans and income and career gaps.
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When Should I Start Doing Estate and Tax Planning?

October 22, 2024
Estate planning helps ensure that your assets will be managed and distributed according to your wishes, regardless of your financial situation.
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Protecting Assets from Nursing Home Costs

October 21, 2024
Plan ahead to protect your assets from nursing home costs and preserve your legacy for your loved ones.
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Can an Irrevocable Trust Be Changed?

October 17, 2024
Contrary to popular belief, irrevocable trust terms can be changed and modernized if handled properly. While not without limits, you can modernize the terms of an irrevocable trust.
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What Bruce Willis' Dementia Diagnosis Teaches Caregivers

October 16, 2024
A head start on estate planning can help you prepare for risks, like dementia. By documenting your legal and financial wishes early, you can safeguard your wishes and provide clarity to loved ones.
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Tax Implications of Estate Planning and Maximizing Loved Ones'

October 15, 2024
Estate planning isn't just about dividing assets—it's about minimizing taxes and maximizing the inheritance that your loved ones receive.
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Tips for Talking with Parents about Assisted Living

October 13, 2024
Approach the conversation about assisted living with empathy and patience, allowing your parents to feel supported and involved in the decision-making process.
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Law on Medical Care for People with Special Needs Mandates

October 12, 2024
The US Department of Justice has established a new rule on accessible medical equipment. The new technical standards aim to support medical care for people with special needs.
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Increase in Estate Planning for Gen-Z

October 11, 2024
Gen Z is setting an example by taking control of their financial futures early, showing an unexpected interest in estate planning.
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How to Choose an Executor for Your Estate

October 9, 2024
Choosing the right executor ensures that your estate is managed effectively, minimizing conflicts and providing peace of mind for your loved ones.
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