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Seniors’ Estate Planning

The 2021 Wills and Estate Planning Study by Caring.com and YouGov found that the percentage of Americans aged fifty-five and older who have created a will has declined from 60% to 44% since 2019. This decrease is as surprising a statistic…

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Tips on Preparing an Estate Plan For a Blended Family

Inheritance distributions in blended families can be inequitable resulting in hurt feelings and possibly lengthy court battles. While you cannot legislate from the grave, you can carefully prepare your estate plan, distinctly accounting for biological and stepchildren to minimize the…

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The Many Benefits of a Trust

A trust is a great mechanism for handling estate business and it can be beneficial to anyone with any number of assets. You want to keep your affairs private and stay out of probate court? Maybe you have stepchildren? You…

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Your Estate Plan Must Include These 5 Items

The need for estate planning becomes more and more critical as we get older. Many people avoid estate planning because they do not want to think about the end of life, failing health, or disability. Others believe that an estate…

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The Benefits of a Living Trust to Seniors

Seniors are highly vulnerable to financial abuse and scams. Sadly, the elderly are often taken advantage of by strangers — and sometimes even their own family members. That’s why it’s important that planning is in place to help seniors protect…

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