When You’ll Never Know the Real Deadline: Estate Planning

When You’ll Never Know the Real Deadline: Estate Planning

No one likes to talk about death, even though we all know it is inevitable. The tough question that follows…

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The Benefits of Using a Trust in Estate Planning

Having a trust sounds like something that only wealthy people need, but trusts are useful estate planning tools for regular…

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Fundamentals of Preparing a Will

Laws that govern wills, trusts and estates can be complex for wills leaving do-it-yourself projects potentially lacking in substance and…

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The 50+ Bride (or Groom)

Coming together at 50-plus is different from getting married in your 20s, particularly when it comes to money. “You’ve had…

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Retirement and Estate Planning: Unmarried Couples vs Married Couples

Although some couples remain unmarried to protect their estates, that strategy may backfire if you end up paying estate taxes….

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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.” According…

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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. Sometimes…

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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….

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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…

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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…

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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…

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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…

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