There’s more to relocating in retirement than picking a warm spot and enjoying the future days of leisure. Before making your decision, you’ll need to
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Choosing the Right Trustee
Choosing the right trustee is vital to ensuring that your beneficiaries enjoy the legacy you intend to leave behind. Rick Friedman, senior vice president and
Is Writing Your Own Will a Piece of Cake?
Maybe you have seen those will-in-a-box kits. Maybe you have even considered picking one up. Think twice about that. While you can draft a will
Watch Out! Grandparents Targeted in Scams
The voice on the other end of the phone line sounds sweet and concerned. There has been some trouble, so he or she wanted to
Visitation Rights to Children of Ailing Parents
It’s the quirky Christmases Catherine Falk remembers the most. “To us, he wasn’t ‘Columbo.’ He was dad,” she told FoxNews.com of her famous father Peter
If You Don’t Make a Will, Then What?
For example, in West Virginia, that all depends on your family situation. Here are the most typical situations and who gets what: (i) If you
Estate Planning Options for High-Wealth Individuals
While the federal estate tax exclusion is currently larger than it has ever been at $5.43 million for individuals and $10.86 million for couples because
Full Disclosure Estate Planning
For years, Patrick Severo didn’t understand why people were so reluctant to talk about estate planning. Then the 55-year-old father of three went through the
Estate Planning for Widows
Drawing up a will can be an emotionally taxing process. But it’s one that becomes especially difficult when a spouse is left to cope with
Retirement: Are You Ready?
Believe it or not, the last five years before you retire may be some of the most critical in retirement planning. Don’t wait until the
What Just Happened? You Need to Consider Estate Planning
With an estate plan, you can ensure that your loved ones are taken care of financially after your death. You can give your family peace
Ever Wonder How People Die?
Accidental gunfire claimed 348 lives from 2001-2010 in Alabama, and gunshots of undetermined intent killed 147 in Arizona. And while both resulted in far fewer
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Latest Posts
- The 5 Essential Documents Every Estate Plan Should Include
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- Leaving a Legacy: How to Pass on More Than Just Money
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- 7 Steps Executors Must Take After a Loved One Dies











