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Why You Need a ‘Letter of Instruction’ in Your Estate Plan

This personalized guide is a roadmap for your family and executor, covering territory that formal legal documents might miss.
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Protecting The Family Vacation Home for Generations

Without adequate planning, this sanctuary can become a family contention point.
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Why Every Parent Needs a Guardianship Clause in Their Will

If you're a parent, the thought of someone else raising your child is probably uncomfortable. However, it's a contingency you need to prepare for.
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Make Your Money Last Through Your Golden Years

Retirement is something that we all look forward to, but it can also be a source of financial stress if we are not prepared.
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The Importance of Updating Your Beneficiaries

You've crafted an estate plan and think you're all set. But when was the last time you updated your beneficiaries?
digital assets in estate planning

Digital Assets: The Overlooked Part of Estate Planning

In today's digital age, your online presence — from social media accounts to digital investments — has become a valuable part of your life.
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Why Would You Use a Revocable Trust?

Unlike wills, which become effective upon death, revocable trusts offer flexibility and control over assets during one's lifetime.
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When to Consider a Guardianship for Aging Loved Ones

Watching a family member age can be a bittersweet experience, especially when you start noticing signs of declining mental or physical health.
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How to Start the Conversation About Estate Planning with Your Adult Children

Talking about estate planning is often a conversation that's swept under the rug.
olde women comforting each other

Recognizing and Addressing Elderly Depression

Depression among seniors is a growing concern but is often overlooked or dismissed as a normal part of aging, which it is not.
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What to Do If You Suspect Financial Elder Abuse

As our population ages, the frequency of financial exploitation cases involving elders is disturbingly on the rise.
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Charitable Giving and Your Estate Plan: A Perfect Match

Incorporating charitable giving into your estate plan is more than just a noble act; it's also a strategic move that can offer multiple benefits.
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Understanding the Importance of Regular Eye Exams for Seniors

Our eyes can tell us much about our overall health; some issues can only be detected through a comprehensive eye exam.
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5 Common Estate Planning Mistakes to Avoid

Unfortunately, many people make common estate planning mistakes that can have serious consequences.
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Planning for Healthcare in Your Senior Years

Healthcare in your senior years isn't just a concern; it's a critical aspect that requires meticulous planning.
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The Importance of Elder Law in Protecting Your Rights

Elder law isn't just another subset of legal practice; it's an essential focus area dedicated to the complex legal challenges accompanying aging.
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Why Estate Planning is More Than Just a Will

The phrase "You can't take it with you" may be true, but that doesn't mean you shouldn't have a plan for your assets once you're gone.
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The Most Common Disruptions Faced by Seniors in Retirement

Retirement is a phase of life that many Americans eagerly anticipate. However, unforeseen challenges can disrupt this ideal retirement scenario.
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What is Probate and How Does it Work?

Probate is the court-supervised process of distributing your assets to your heirs and settling any debts or claims against your estate.
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The Importance of Having a Durable Power of Attorney

As we face increasing health and financial uncertainties, one way to prepare for the unknown is by designating a Durable Power of Attorney (POA).

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