Senior Couple At Home

Necessary Conversations for Adults Children and Aging Parents

Necessary Conversations for Adults Children and Aging Parents. Don’t wait until your family is grappling with a crisis to discuss…

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Charitable Gifting Through Estate Planning

The summer Kyle Knight turned 21, he started feeling sick. After a series of hospital and doctor visits, he and…

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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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If Only They Were Fairytale Problems – Modern Day Cinderella Troubles

When people remarry, the dynamics between children and step-parents is never over, even after one of the spouses has passed…

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Changing a Will Definitely Not a Do-It-Yourself Project

It may seem that revoking a will should be a pretty straightforward process, but it is not. In more cases…

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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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Change How You Think About Estate Planning to Avoid Procrastination

The simple and unpleasant truth of estate planning is this: few people enjoy spending time contemplating their own mortality. Estate…

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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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Millennials, This Isn’t Your Parents’ Financial and Estate Planning

Financial planner Joe Pitzl, 34, says Millennials like himself have a different way of absorbing information than their parents and…

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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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