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Why are Trusts a Good Idea?

April 7, 2023
Whether you are trying to protect your assets from possible creditors, prevent young heirs from spending their inheritance or minimize estate taxes, there is likely a trust for you.
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What to Do to Live Longer

April 6, 2023
How long do you want to live?
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Will I Live Longer ...?

April 2, 2023
Even short bouts of physical activity in an otherwise sedentary lifestyle were associated with a significantly lower risk for dying, researchers reported.
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What Is a Beneficiary?

April 1, 2023
When an individual purchases an annuity, they name one or more beneficiaries who will receive the benefits if something happens to them before the contract ends. This could be due to death, disability, or another event that would cause the individual to no longer need their income from the annuity.  The ultimate beneficiary of an annuity is the individual receiving the payments. However, there can also be additional beneficiaries.
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Why Professionals & High Net

March 30, 2023
Physicians may deal with life and death issues every day. However, few may want to think about the eventuality of their own end.
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Do I Need a Durable Power of Attorney?

March 29, 2023
Without a power of attorney, your spouse, children or friends will probably have to petition the court to step in on your behalf.
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Big Emotions and Estate Plans

March 28, 2023
There is a massive movement of money going on right under our nose. It’s not illegal or unethical. However, it’s fraught with peril.
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About Social Security Benefits

March 27, 2023
As retirement nears, you may be wondering when to start taking Social Security payments. These benefits are primarily based on your earnings during your working years and your age when you start receiving benefits.
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Steps to End-of-Life Planning

March 26, 2023
It isn’t just about wills and funerals—it is a reflection of your values, your goals for healthy aging, and the hopes and dreams you have for those you love.
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How to Build a Family Dynasty

March 25, 2023
A decade before his death, the billionaire owner of the Denver Broncos consulted with attorneys about the orderly handover of the team after his death. He crafted a carefully delineated trust that his hand-picked trustees would oversee.
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