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Smart Estate Planning In 13 Steps

August 9, 2024
Consider these 13 estate-planning moves, which may be as simple as designating a different IRA beneficiary or as complex as setting up a trust.
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What’s the Best Way to Simplify an Estate?

August 7, 2024
Have a clear road map for your estate so your heirs don't drown in paperwork and probate after your death.
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Top Estate Planning Mistakes to Avoid

August 6, 2024
So, to leave a legacy for your family and those philanthropic groups you support, you need a comprehensive estate plan—and you need to avoid making mistakes.
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What are the Best Ways to Protect Digital Assets?

August 4, 2024
Digital wallets have become widely popular in recent years as we move towards an increasingly cashless society. Digital payment methods can provide more accessibility, speed and security.
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Long-Term Care Planning and Timing Move to Assisted Living

August 2, 2024
Learn how early long-term care planning can help guide a smoother transition to assisted living.
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Why Consider a Prenup before Your Wedding

August 1, 2024
Prenuptial agreements are becoming more popular as couples seek financial clarity and protection. They help manage assets and debts and reduce conflicts, ensuring a stable future.
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What Happens If You Inherit a Parent’s House?

July 29, 2024
Inheriting a house is a process that should begin well before a parent dies. While discussing end-of-life topics can be uncomfortable, the conversations must happen before it’s too late.
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Irrevocable Trusts and Medicaid: Navigating the Complexities

July 28, 2024
Explore the pros and cons of using irrevocable trusts for Medicaid planning—secure assets while navigating complex eligibility rules.
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Do You Need a Living Trust?

July 27, 2024
Living trusts are private, changeable and efficient. Are they right for you?
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Special Needs Planning: Is an ABLE Account or Special Needs Trust Right for You?

July 25, 2024
Special needs planning can make a world of difference for disabled loved ones. Leverage ABLE accounts and Special Needs Trusts to care for them, even when you're gone.
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