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“Now that everyone has settled into the New Year, it is a perfect time to review and update your estate plan.” Situations change and, as

“Having an estate plan doesn’t mean that the job of protecting your family’s future (and present) ends.” If you have an estate plan in place,

“Even on so-called simple estates, executors typically earn their fees.” A legal battle in New York shows an aspect of estate planning that often doesn’t

“There’s always a reason not to have the talk.” Money and death top the list of conversational taboos — especially among family — so a

“Do you worry that forgetting names, or where you put your keys, might be a sign of impending dementia?” Researchers who reviewed federal government data

“For most people, this beneficiary designation is, in fact, their entire estate plan.” When people think about estate planning, many don’t remember the importance of

“Simply, they’ve spent the past 35 to 40 years saving money, but they haven’t spent much time at all thinking through how they want to

“The ‘spend it all’ parents might ‘need help putting on the brakes.'” A report by the Hearts & Wallets financial services research firm says that

“What Are the Essentials of a Business Succession Plan?” Small business owners will devote much of their time to growing their businesses, but frequently they

“Wills and trusts have been found hidden in rafters and in freezers, to name but a few interesting hiding places.” You know that your mom

“Here’s how to make a windfall of cash last a lifetime.” It seems like just about everyone had lotto fever recently, thanks to the first

“January 1 brought the gift of 8,760 fresh hours. Protect them, even when juggling caregiver duties.” We’re already into the second month of 2016. On