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If My Spouse Dies

January 29, 2023
In many marriages, one spouse manages the finances and the other manages the day-to-day household decisions and maintenance. But what if your spouse tragically, suddenly, passes away?
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Why Is a Will So Important?

January 25, 2023
The thought of preparing your own will might feel a little daunting, bringing an onslaught of emotions like fear or sadness.
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How Inherited IRAs Work

January 24, 2023
When someone dies with money left in an Individual Retirement Account (IRA), the funds can get passed on to the person's loved ones through an inherited IRA.
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How to Plan in Uncertain Times

January 23, 2023
Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.
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What are Estate Plan Basics?

January 22, 2023
You don’t have to be older and rich to do some estate planning.
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Blended Family Estate Planning

January 21, 2023
Traditional, very simple estate planning may not be sufficient to accomplish estate planning goals in many blended family situations.
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Estate Essentials Before Passing

January 20, 2023
Since we’re all going to die (yes, even those of us who are still in our 20s!), we might as well make things easier for the loved ones who, along with grieving our loss, will have to deal with the financial and logistical pieces of our lives.
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Why Put Money in a Trust?

January 19, 2023
Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.
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Spouses and Long-Term Care Insurance

January 18, 2023
Long-term care insurance helps pay for healthcare costs that aren’t covered by Medicare or conventional health policies.
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7 Key Points of Estate Planning

January 16, 2023
Estate planning is always a difficult subject to deal with, because who wants to arrange things for when they die?
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