Learning Center
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Estate Planning Basics
Not So Strange Bedfellows: Your Financial and Estate Plans
“It’s important not to look at financial planning in a vacuum. Estate planning is intertwined with the financial plan.”
April 22, 2015
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Estate Planning Basics
Baby Boomers May Not Be Thinking About Their Estate Plan
“If you are looking at Baby Boomers, they are looking at what their cash flow will be in retirement,” says Carol Kroch, managing director, wealth and ...
April 21, 2015
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Estate Planning Basics
Seniors Often Make These Retirement Planning Mishaps
Here are a few of the most common mistakes we’ve seen seniors make in regards to their retirement planning.
April 20, 2015
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Estate Planning Basics
Retirement Planning Advice for Farms and Ranches … and Any Small Business
Small businesses, including self-employed taxpayers, have two choices after year end (2014) to establish and contribute to a retirement plan. Those two choices ...
April 16, 2015
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Estate Planning Basics
What Happens to Debts When a Loved One Dies?
Anyone can die leaving debt behind. Spouses and families should help prepare or revise estate plans to address current credit issues and create an action plan ...
April 15, 2015
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Estate Planning Basics
Estate Planning Attorney Search – Where to Begin?
Having experienced advisers who know the best way to protect your hard-earned property, find the most appropriate ways to lower the taxes owed, and respect ...
April 14, 2015
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Estate Planning Basics
Caregiving Expert Gives Advice on Advanced Estate Planning
“I’m a caregiving expert, with more than 30 years of experience in the field of aging, so you’d think I’d be fully prepared for a loved one’s death, especially ...
April 10, 2015
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Estate Planning Basics
Divorce Will Impact Your Estate Planning
Once you’re divorced one forward moving goal should be to immediately create a new estate plan — a will or revocable living trust, a healthcare power of ...
April 9, 2015
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Protecting What You've Built
Beatles Lyrics May Not Get Same Answer Today with Rising Long-Term Care Costs
“Will you still need me? Will you still feed me? When I’m 64?” The Beatles first released these quaint, clarinet-fueled lyrics in 1967 when the loving answer ...
April 7, 2015
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Estate Planning Basics
Estate Distribution among the Kids – Who Gets What?
In the book The Charles Schwab Guide to Finances After 50, author Carrie Schwab-Pomerantz poses the following scenario: “I’m confused about how to divide my ...
April 2, 2015
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