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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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Estate Tax Exemption Changes to Expect

August 26, 2022
Which tax-free transactions will trigger an estate tax, if the taxpayer dies after the higher exemption amount sunsets?
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Can Eagle Eyes Avert Dementia?

August 26, 2022
Nearly 100,000 dementia cases in the U.S. could have been prevented by improving vision, a cross-sectional analysis suggested.
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Can You Inherit a House Mortgage?

August 25, 2022
Dealing with the loss of a loved one is never easy. When inheritances, homes, estates and mortgages are involved, tensions can run high within a family. It is easy to get lost in the paperwork and terms.
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What Is Federal Estate Tax Exemption?

August 24, 2022
The federal estate tax exemption and gift exemption is presently $12.06 million. A married couple can transfer $24.12 million to their children or loved ones free of tax with proper planning. The exemption is tied to inflation, so it will continue to rise.
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