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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
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Estate Planning Scams: What Seniors Need to Know

In our previous article, we explored actionable strategies for initiating the estate planning conversation with your parents, emphasizing the importance of early and open communication. However, opening the door to these discussions also means ensuri… Read More
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The “Death Box”: One Step That Can Make a Difficult Time Easier for Your Loved Ones

Losing a loved one is challenging enough without added complications. One way you can take some of the pain out of administering your estate is by preparing a death box, also called a death binder, next-of-kin box, or legacy folder. It serves as a ce… 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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When Your Parent Plans to Disinherit Your Sibling

Your parent has made the difficult decision of disinheriting your sibling from their estate plan. While this decision will undoubtedly land heavily on your sibling, the decision also places you in a complicated position. As the child who was not cut… Read More
Protecting a Home

Why Real Estate Title Matters in Estate Planning

Real estate can be owned in several different ways. The form of ownership, or how your real estate is titled, can determine how much control you have over it, how vulnerable your property is to creditor claims and lawsuits, and what will happen to it… Read More
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Celebrate Your Life Your Way: How to Make Funerals and Memorials Meaningful

Many people have a childhood memory of somebody close to them passing away. Whether the deceased was a parent or grandparent, an aunt or uncle, or a family friend, it may have been their first real encounter facing grief or attending a funeral. That… 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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How to Own Your Real Estate

Your real estate encompasses not only your primary residence but also any vacation homes, rental properties, or even vacant land you may own. The ideal form of ownership varies depending on the type of property and your individual circumstances. Your… 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