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Protecting Family & Inheritance

March 17, 2023
If your beneficiary designations are out of date and you die without updating those designations, your assets could go the wrong people–a former spouse, for example–no matter what your will says.
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Is My Life Insurance Taxed?

March 16, 2023
When beneficiaries receive a payout from a life insurance policy, they typically don’t have to pay taxes. However, there are a few situations where a portion of the life insurance benefit is taxable to the beneficiary.
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Eyesight Wrecking Habits

March 13, 2023
You only get two eyes, so you want to take care of them. Unfortunately, there are things you do every day that can damage your vision.
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Why Name a Beneficiary?

March 12, 2023
What Is a Beneficiary and How Do I Name One?
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What Is an Estate Plan?

March 11, 2023
Nobody wants to think about how their loved ones will cope when they die. However, it’s important to plan effectively to ensure a smooth transition of your wealth and worldly possessions — even if you’re young or feel like you don’t have much to leave behind.
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What Is Inheritance Theft?

March 10, 2023
Receiving an inheritance could provide an unexpected (or anticipated) financial windfall. There’s just one thing you may have to contend with – people attempting to steal what you’ve inherited.
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What to Know About Trusts

March 9, 2023
A trust is an estate planning tool that you may consider using if you want to go beyond drafting a last will and testament.
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Why We Need Estate Plans?

March 8, 2023
Don't leave your family to fight over your belongings if something happens to you. Having a plan in place can help them grieve in peace.
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Advance Care Planning Docs

March 5, 2023
Depending on their medical condition, persons with dementia are often capable of making their own decisions regarding legal aspects, such as advance care planning.
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What are Medicaid Spousal Impoverishment Numbers in '23?

March 4, 2023
The Centers for Medicare and Medicaid Services (CMS) has released the 2023 federal guidelines for how much money the spouses of institutionalized Medicaid recipients may keep.
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