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Social Security has a Little Known “Do-Over” Clause

October 14, 2023
In order to maximize your Social Security benefit, you first need to understand the four elements that factor into your payout. A little-known Social Security clause can be a silver lining for select baby boomers who regret claiming benefits early.
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What is the Best Estate Plan to Keep Family from Killing Each Other?

October 13, 2023
Death is inevitable. We need to prepare ourselves and our loved ones for when it comes. Estate planning is an essential part of life that ensures the smooth transfer of our assets to our loved ones after we pass. However, creating a will can be a sensitive and emotional process
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What’s So Bad about Cancelling Irrevocable Trust?

October 12, 2023
Before pulling the plug on an irrevocable trust, it’s important to consider several factors like the potential tax consequences and possible alternative solutions.
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What’s the Best Way to Sell an Inherited Estate to an Heir?

October 11, 2023
We have a situation where both of my in-laws passed away in the last several years. My wife was the daughter and she and her brother are the executors to the last of my in-laws to pass away.
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How can Families Minimize or Avoid Estate Taxes?

October 10, 2023
An unprecedented rush to relinquish wealth is underway, and it isn’t just for billionaires.
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Can I Buy a House with My Able Account Money?

October 9, 2023
Saving for homeownership as a person with a disability can be challenging. Many disabled individuals receive benefits, such as Supplemental Security Income, that limit how much money recipients can have in savings.
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How to Plan Ahead in Case a Loved One Has Dementia

October 8, 2023
The sooner someone facing a dementia diagnosis begins plans for their future care and financial decisions, the better it will be for those they love, experts say.
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What to Do Upon Death of a Spouse

October 7, 2023
As the surviving spouse, you'll need to consider housing options, like whether to sell or keep the home, or downsize.
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Minimize Family Feuds about Your Inheritance

October 6, 2023
The distribution of wealth among beneficiaries through your final will and testament is often a complex and sensitive issue, one that can potentially spark conflicts and legal challenges among family members.
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What are the Different Types of Trusts?

October 5, 2023
While a simple living revocable trust often meets the needs of many individuals, some require more specialized trusts to achieve their goals.
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