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Retirement in Special Needs Families

Retirement in Special Needs Families

The big challenge for many Special Needs Families is balancing the financial needs of retirement with the long-term needs of a child with a disability.

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Inheritance Do’s and Don’ts

Inheritance Do’s and Don’ts

Receiving an inheritance can inspire mixed emotions. The Reading (PA) Eagle Business Weekly’s recent article, “What to do and what not to do with your

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It’s Not Fair! Will Contests Are Costly and Stressful

It’s Not Fair! Will Contests Are Costly and Stressful

Say that after an extended illness, the older of two brothers passes away. When he died, he was divorced, although he had been married three

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Let’s Understand Estate Planning Basics

Let’s Understand Estate Planning Basics

Can you believe there are still people out there who think estate planning is only necessary for the wealthy? That is not true. A basic

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Like an Overdue Bill, Estate Planning Should Be the Next Thing You Tackle

Like an Overdue Bill, Estate Planning Should Be the Next Thing You Tackle

While no one is eager to think about and plan for his or her own demise, which is when these documents come into play, if

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Secret Details for IRAs

Secret Details for IRAs

One potential benefit of IRAs is creditor protection in the case of a bankruptcy. However, when you die, you may wonder if your beneficiaries are

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Get the Basic Estate Planning Docs Signed

Get the Basic Estate Planning Docs Signed

Harrisburg Magazine’s recent article, “Protect Yourself,” recalls the case 25 years ago of a young woman named Terri Schiavo, who had a heart attack in

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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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