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Make Certain Your Dynasty Succeeds After You’re No Longer in Power

Make Certain Your Dynasty Succeeds After You’re No Longer in Power

The Yakima Herald article, “Passing the baton: 6 challenges for family business succession,” says that maybe one reason family dynasties are of interest is that

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Original Hawaii 5-0 Star Still Giving Back to Hawaii Long after his Final Aloha

Original Hawaii 5-0 Star Still Giving Back to Hawaii Long after his Final Aloha

A family will gather at the bedside of a dying mother. They’ll share memories, celebrate her life, and say good-bye. A middle-aged woman who was

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Hey, Do You Want to be Executor of My Estate?

Hey, Do You Want to be Executor of My Estate?

If you and your spouse have no children, are retired and have a sizable estate, MarketWatch asks whether it is okay to use an attorney

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Don’t Add to Your Family’s Stress If You Die Young

Don’t Add to Your Family’s Stress If You Die Young

Raising the topic of your own death with your parents, siblings, or partner may sound silly if you’re in your 20s or 30s, particularly if

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Take Life’s Transitions Seriously

Take Life’s Transitions Seriously

Many folks take on estate and financial planning in a piecemeal manner. It’s something they visit every now and then. Maybe they speak with an

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A 529 Plan is a No Brainer

A 529 Plan is a No Brainer

Tackling college debt is bad enough without not knowing one of the best collegiate funding revenue generators available: the college 529 plan. A new report

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Making it Easier to Let Go of Valuable Art

Making it Easier to Let Go of Valuable Art

What if it’s time to arrange your affairs, but you’re not quite ready to part with your art collection? You can part with your art

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Social Security Benefit Essentials

Social Security Benefit Essentials

For many Americans, Social Security benefits are the basis of their retirement income. If that’s the case, then maximizing those benefits is critical. Kiplinger’s “10

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Laws for Guardianships Slow to Change

Laws for Guardianships Slow to Change

Abusive guardianship cases have made headlines for decades. Tales of relatives fighting over Mom to access her savings, professional guardians draining an estate through high

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When You Might Avoid the 401(k) Early Withdrawal Penalty

When You Might Avoid the 401(k) Early Withdrawal Penalty

The rule for tapping a 401(k) without incurring the 10% early-withdrawal penalty requires that you are at least age 59½, but there’s an exception. If

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Persistent Problems with Powers of Attorney

Persistent Problems with Powers of Attorney

Your parents or other relatives signed a durable power of attorney, which lets you handle their finances in the event they become incapacitated. However, The

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What’s the Big Deal about Writing a Will?

What’s the Big Deal about Writing a Will?

CNBC’s article, “Prince or pauper, young or old, here’s why you still need a will,” lists the top three reasons why it’s vital to write

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