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Military Families Need Estate Planning

Military Families Need Estate Planning

Many military families—particularly young families—need financial and estate planning advice. With the risks of going into a wartime situation or the potential for a training

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Life Insurance Needs to Roll with the Changes

Life Insurance Needs to Roll with the Changes

As we travel through the phases of our financial life, our needs change. The New York Daily News article, “3 ways to choose the right

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Why the Wealthy Don’t Carry Through with Their Estate Planning

Why the Wealthy Don’t Carry Through with Their Estate Planning

Once a trusts and estates lawyer has designed and discussed a client’s estate plan, the next step is to implement it. Drafting the documents, creating

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Beneficiaries…What Are Those?

Beneficiaries…What Are Those?

“When was the last time you updated, or even thought about, the beneficiary designations listed on your retirement accounts, life insurance, or annuity contracts?” If

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Beneficiary Designations an Important Part of Estate Planning

Beneficiary Designations an Important Part of Estate Planning

“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

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Know the Facts of Life (Insurance)

Know the Facts of Life (Insurance)

“Life insurance is one of the pillars of personal finance, deserving of consideration by every household.” Forbes says in a recent article, “10 Things You

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What Kind of Life Insurance Do You Need?

What Kind of Life Insurance Do You Need?

Life insurance is not an easy decision. When is the last time you thought about your policy? Do you have the right kind? The right

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Three Things to Think about before Writing Your Will

Three Things to Think about before Writing Your Will

It may be an unpleasant task to think about your own mortality, but the fact is, writing a will is one of the smartest financial

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Helping a Loved with Alzheimer’s Disease

Helping a Loved with Alzheimer’s Disease

It’s important to plan for the future. This is especially true for families who have a loved one with Alzheimer’s disease or another form of

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Retirement: Are You Ready?

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

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Baby Boomers Need to Remember Estate Planning with Their Retirement Planning

Baby Boomers Need to Remember Estate Planning with Their Retirement Planning

Many Baby Boomers are neglecting a key part of their retirement plans — creating an estate plan. And while death is not a pleasant thing

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Common Senior Mistakes in Retirement Planning

Common Senior Mistakes in Retirement Planning

While there is nothing that can guarantee that you will have sufficient money to cover all potential costs in retirement, there are certainly some common

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