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Give a Trusted Agent the Power of Your Power of Attorney

Give a Trusted Agent the Power of Your Power of Attorney

“Life is full of the unexpected,” says The Villager, in a recent article, “Power of attorney protects loved ones.” However, even though the future is

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Beware of Financial Abuse of the Elderly

Beware of Financial Abuse of the Elderly

Scams targeting senior citizens are on the rise, so the real question isn’t if a scam will be tried, but when. TC Palm’s recent article,

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Should I Just Copy and Paste an Estate Plan from the Internet?

Should I Just Copy and Paste an Estate Plan from the Internet?

Have you considered creating your own estate plan from a template on a website, instead of using the services of a qualified estate planning attorney?

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Planning for Incapacity is Wise Move

Planning for Incapacity is Wise Move

Many of us are not very proactive in estate planning or aware of the issues of elder law, even though we know that eventually we

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Help Your Loved Ones and Be Clear with Your Estate Planning Documents

Help Your Loved Ones and Be Clear with Your Estate Planning Documents

It can be tough to decipher all of the requirements and rules in estate planning documents, along with the probate process. If you can’t figure

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Gifting Can Be a Smart Estate Planning Tool

Gifting Can Be a Smart Estate Planning Tool

As CBS Boston explains in “Our Families: Giving It Away,” your federal estate tax exemption, or the amount you can give away tax free when

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Easy Ways to Prepare for a Spouse’s Death

Easy Ways to Prepare for a Spouse’s Death

You certainly know about the basic estate plan documents, such as a will, durable power of attorney, health care power of attorney, living will, and

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The Effects of the Need for Elder Care on Women in the Workforce

The Effects of the Need for Elder Care on Women in the Workforce

A new study reported by The University of Buffalo Now, “Elder caregiving a growing burden to women in mid-career,” finds that as longevity increases, the

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Working Retirees Still May Contribute to IRAs

Working Retirees Still May Contribute to IRAs

Kiplinger’s recent article, “Even Retirees Working Part-Time Can Contribute to a Roth IRA,” reminds us that if you’re retired but still work part-time, you can

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“In Kind” Transfer Just the Ticket to Help You with Your RMD

“In Kind” Transfer Just the Ticket to Help You with Your RMD

If you are having difficulty parting with stock you must to cash out to satisfy your annual IRA required minimum distribution (RMD), Kiplinger’s article, “Retirees,

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Steps to Take When a Loved One Dies

Steps to Take When a Loved One Dies

WXYZ Detroit’s recent article, “Tips you need to know to take a loved one’s estate through probate,” explains that within 42 days of the death,

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Reverse Mortgage Answers

Reverse Mortgage Answers

A Reverse Mortgage is a special type of loan that allows a senior homeowner to convert part of their home’s equity into cash or income,

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