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What Is Beneficiary Designation?

September 5, 2022
When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’
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Financial Issues in the Loss of a Spouse

September 4, 2022
When you lose your mate, you lose so much—your best friend, your equilibrium and your future together. Just when you’re at your lowest, it hits you: You could lose a lot of money, too.
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What Makes a Will Important

September 3, 2022
A striking proportion of Americans don’t have one. Nontraditional families are left uniquely vulnerable.
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How Do I Create a Trust?

September 2, 2022
Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
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What Is Long-term Care Insurance?

September 1, 2022
Long-term care insurance covers expensive nursing care needs. However, is it a good investment? Here’s what experts say about what you should take into account.
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Do SNTs Impact Government Benefits?

August 31, 2022
For disabled persons receiving financially based government benefits, supplemental needs trusts (‘SNTs’) can safeguard benefits and serve as an effective estate planning tool.
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How Can Life Insurance Help Women?

August 30, 2022
Women are receiving increased recognition for the critical roles they serve in society. This increased recognition leads to greater awareness of women’s financial challenges and the financial industry’s solutions to those challenges.
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Should You Update Your Estate Plan?

August 29, 2022
Frequent triggers also include changes in the health of executors and guardians; changes in laws, which may impact tax and legal strategies; and changes in state residence, which can also impact planning.
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What Are Current Dementia Preventions?

August 28, 2022
Recent studies have investigated preventative measures for dementia.
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How Important Is a Good Night’s Sleep?

August 27, 2022
Over a two-week period, researchers assessed sleep in people living with dementia and assessed their daytime cognition and dementia symptoms, such as everyday memory problems.
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