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The Estate Planning Importance: The Risks of an Unfinished Estate Plan

Planning for the future, especially your own mortality, is never easy. Even when you understand the importance of creating a will or trust to protect your loved ones, finding the motivation to complete an estate plan can be difficult. Yet an unfinish… Read More
An adult daughter and her aging father having a supportive conversation on a living room sofa. A notepad, pen, and coffee mugs sit on the coffee table in front of them, capturing a gentle moment of family estate planning and discussion.

Talking to Aging Parents About Estate Planning

Beyond the practical purpose of transferring assets and reducing taxes, an estate plan reflects love, responsibility, and values. That emotional heaviness may be part of why many families avoid the subject. Pew Research reports that only about 3 in 1… Read More
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Mastering Your Future: An Essential Estate Planning Guide for Single Individuals

As a single person, you may find yourself wondering who will step in to make important decisions for you if you become unable to do so or who will receive your money and property after your death. Although parents, siblings, or other loved ones may b… Read More
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The Family Meeting: Not Just for Billionaires

For some people, the term family meeting may not bring to mind a pleasant gathering where everyone shares fond memories and warm feelings. When someone says, “We need to talk,” it often implies that something is wrong or that tough decisions need… Read More
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Important Things Your Agent Under a Medical Power of Attorney Needs to Know

Even if you are currently in good health, an unexpected illness or injury could leave you unable to make your own medical decisions. A medical power of attorney is a crucial component of your estate plan that allows you to designate a trusted individ… Read More
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Estate Planning as a Love Language: Protecting Those Who Depend on You

We all have different ways of giving and receiving love, and those preferences can reveal a great deal about us. You may be the type who expresses love with words, telling people you care about them or crafting carefully worded messages for someone w… Read More
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What to Do When Your Doctor Tells You to Get Your Affairs in Order

Five words no one ever wants to hear from their doctor are “Get your affairs in order.” Unfortunately, 76 percent of Americans do not have a will, and it often requires a chronic disease, terminal illness diagnosis, or other life-changing event t… Read More
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The Hidden Gender Gap in Estate Planning—and How to Close It

You have probably heard of the gender pay gap. But there is also another common disparity: the estate planning gender gap. Although the two are interrelated to some extent—earning less than men puts women on an unequal path to investment and retire… Read More
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Estate Planning Tips for Someone Facing Major Surgery

Receiving news that you need major surgery is never easy. Preparing for work absences, planning for childcare and household responsibilities, and understanding the procedure itself and your recovery timeline may be among the things you are worried ab… Read More
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Business Succession: Why Planning for Absence and Incapacity Is Indispensable for Business Owners

As a business owner, you have likely considered establishing an estate plan to ensure your company’s continued success after your passing. However, comprehensive estate planning also addresses what will happen if you become mentally incapacitated (… Read More