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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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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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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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Learn Key Financial Lessons from Fox’s “Empire”

Empire is based on fictitious music company called Empire Enterprises. Lead character Lucious Lyon (played by actor Terrence Howard) is…

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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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Don’t Just Think about Your Estate, Plan for It!

The sad truth is that most of us — some 70% of adult Americans — have neglected to write a…

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PBS Series “Downton Abbey” a Good Example of Estate Planning Lessons

Although this high-end PBS costume drama is spins stories from about a century ago, many of the issues are relevant…

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Divorced? Time to Update Your Estate Plan and Beneficiaries

Failure to do so — or to alert all relevant parties to the changes — could result in certain assets…

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