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Tips for Talking with Parents about Assisted Living

October 13, 2024
Approach the conversation about assisted living with empathy and patience, allowing your parents to feel supported and involved in the decision-making process.
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Law on Medical Care for People with Special Needs Mandates

October 12, 2024
The US Department of Justice has established a new rule on accessible medical equipment. The new technical standards aim to support medical care for people with special needs.
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Increase in Estate Planning for Gen-Z

October 11, 2024
Gen Z is setting an example by taking control of their financial futures early, showing an unexpected interest in estate planning.
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How to Choose an Executor for Your Estate

October 9, 2024
Choosing the right executor ensures that your estate is managed effectively, minimizing conflicts and providing peace of mind for your loved ones.
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Black and Hispanic Individuals Less Likely to Have an Estate Plan

October 8, 2024
Inadequate access to estate planning frequently prevents Black and Hispanic families from passing down wealth, which perpetuates the racial wealth gap.
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Pitfalls of DIY Real Estate Deeds

October 7, 2024
Using DIY deeds like quitclaim deeds can create more problems than they solve, from legal complications to financial penalties.
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Is It Common for Siblings to Fight Over Inheritance?

October 5, 2024
When there's bad blood over an inheritance, you can challenge the trustee—but try talking first.
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What are the Essentials of Estate Planning?

October 4, 2024
Estate planning is a broad term that can look different for everyone. You should become familiar with two basic documents: a will and a trust.
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What’s the Primary Purpose of a Living Trust?

October 3, 2024
Having the ability to pass on an inheritance to your loved ones is a beautiful thing. It's a chance to gift those you care about and add value to their life even after you're no longer here.
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Retirement Savings Account Changes and Financial Decision

October 1, 2024
New rules promote Roth treatment of workers’ investments and ease some RMD burdens, among other things.
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