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Sharing a Home with Another Senior Friend Can be a Win-Win

Sharing a Home with Another Senior Friend Can be a Win-Win

NJ 101.5 says in its recent post, “Buying a retirement home together,” that more seniors are looking into shared housing options for financial reasons—as well

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Investing Trust Assets 101

Investing Trust Assets 101

Many people want to invest assets held in trust. However, there are many different types of trusts, and it can be confusing to determine which

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Olympic Event Can Show “Rio” Important Retirement Planning Tips

Olympic Event Can Show “Rio” Important Retirement Planning Tips

Did you ever consider that retirement planning in the 21st century is very similar to the modern Olympics pentathlon?The Des Moines Register’s article, “How the

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It’s Time for a Midyear Checkup—Financially Speaking

It’s Time for a Midyear Checkup—Financially Speaking

Over a third of Americans thought about a financial resolution this year, according to a Fidelity Investments survey. Their top goals were to save more,

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Getting Married Again Means “You Do” Need to Review Your Assets and Estate Plan

Getting Married Again Means “You Do” Need to Review Your Assets and Estate Plan

A major challenge for those walking down the aisle again is how to reconcile preserving assets for children from a prior marriage and still taking

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Bonjour! Cross-Border Moves Take Planning

Bonjour! Cross-Border Moves Take Planning

If you’d like to retire abroad or move back to the U.S. after working overseas, you’ll need to calculate how it will impact your finances.

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Do Some Simple Planning with College-Bound Children to Sleep Better at Night

Do Some Simple Planning with College-Bound Children to Sleep Better at Night

Your kid’s now an adult, ready to head to college and start a new adventure. But businessinsavannah.com’s article, “College-bound children need critical financial, health documents,”

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How to Solve the Issue of Passing Your House to Your Heirs

How to Solve the Issue of Passing Your House to Your Heirs

No one likes to think about passing away, but when you do, you're going to leave stuff behind. If you're leaving behind modest assets, then

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Rolling Stone Jagger Needs Estate Planning for Expected Arrival

Rolling Stone Jagger Needs Estate Planning for Expected Arrival

When Rolling Stone Mick Jagger isn't on stage later this year, he'll probably be at home changing diapers at age 72. Mick is awaiting the

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The Nuts and Bolts of Defending a Will Contest

The Nuts and Bolts of Defending a Will Contest

There are a lot of moving parts when it comes to the defense of a will contest.The National Law Review article “Defending a Will Contest”

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Don’t Leave a Bundle to Your Ex

Don’t Leave a Bundle to Your Ex

Do you want your ex-spouse to inherit any part of your estate? It could happen if you initially signed up for a retirement plan or

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Don’t Horse Around with Estate Planning and Your Stable

Don’t Horse Around with Estate Planning and Your Stable

There’s no one-size-fits-all approach to estate planning. These are personal decisions you should make after carefully weighing all of the options with a qualified attorney.

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