Article-96474

July 31, 2019 |

Who’s Skipping Out On Will Planning?

So you don’t want to sit down and draft a will- or maybe even make the appointment with your attorney. If this is you, you’re ...

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Article-96471

July 30, 2019 |

Asset Organization: It’s the Planning You Need

A key component of your estate plan’s success is being able to keep all the details organized. This helps you to make the best decisions ...

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Article-96465

July 29, 2019 |

What Is Your Legacy Going to Be?

Are you thinking about how you can best leave behind a legacy of financial support and love for your family, but haven’t taken the necessary ...

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Article-96446

July 24, 2019 |

Planning Lessons from Mufasa

Over the past few years, Disney has been creating live-action versions of their animated hits. Most recently, one of my personal favorites, The Lion King ...

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Article-96440

July 24, 2019 |

How Many Americans Think Having A Will Is Important but Have Skipped Out on Having One?

Americans are notoriously conflicted when it comes to end of life estate planning. Thinking about the future of those we leave behind and confronting our ...

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Article-96437

July 23, 2019 |

Why Do People Create Living Trusts?

Have you already heard about the various types of estate planning tools and documents most commonly created and referenced by people in your state? There’s ...

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Article-96434

July 22, 2019 |

What Are the Key Aspects of Business Succession Planning?

Having an estate plan for your business is just as important as having an estate plan for your individual purposes. There are many different components ...

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Article-96431

July 17, 2019 |

Three Long Term Care Myths

With the rising cost of healthcare and all data showing that many people will need some form of LTC in their older ages, it’s costly ...

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Article-96427

July 16, 2019 |

Could Your Long Term Care Expenses Be in Excess of $250K?

Retirees today seem to be confused about how much to set aside for long term care. Fidelity Investments shows that the cost of paying for ...

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Article-96424

July 15, 2019 |

It’s More Important Than Ever to Be Mindful of Long-Term Care Costs

More people today recognize the potential impact of long-term care because most children of baby boomers have experienced it first hand by helping their loved ...

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