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How to Store Estate Planning Documents

September 14, 2022
A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.
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How Do Estate Plans and Trusts Work?

September 13, 2022
In this article, we will address two terms which some people use interchangeably, but which are very different things: living trusts and estate plans.
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What to Know about Estate Planning

September 12, 2022
The thought of weddings and romance, honeymoons, guest lists, where to register, etc., leaves little room for estate planning. This article will provide five estate planning tips for newlyweds.
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How to Leave Money to Children

September 11, 2022
Providing for future generations shouldn’t be (overly) taxing. To manage taxes as you pass down your assets, look into UTMAs, 529s, child IRAs and trusts.
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What Games Keep Your Mind Sharp?

September 10, 2022
It's never too late to benefit from taking up this type of activity.
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What Did Justin Timberlake Do?

September 9, 2022
Justin Timberlake is cashing his chips in at the window.
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What Is Involved in an Estate Inventory?

September 8, 2022
Completing an estate inventory can be one of the most challenging aspects of being the executor of an estate.
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Important Medicare Deadlines

September 7, 2022
Learn the most important deadlines you or a loved one will have to keep in mind for Medicare.
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Before Sending Your Child Off to College

September 6, 2022
A critical item is often missing from back-to-school college checklists — and it could be far more valuable than anything else your student takes to school this fall: signed legal documents.
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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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