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Is a Reverse Mortgage the Way to Go?

Is a Reverse Mortgage the Way to Go?

Homeowners age 62 and older may be tempted by the offers for reverse mortgages as a solution to the financial stresses.  The celebrity spokespeople seem

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Defining Your Legacy

Defining Your Legacy

Baby boomers are more concerned with funding their retirements than leaving financial inheritances to their families and charities.  While this may have been initially driven

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No Estate Plan is a Plan Written by the State

No Estate Plan is a Plan Written by the State

Most summer plans do not include drafting a will and testament. Mowing a lawn choked with weeds and overgrown with grass is more likely to

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Choosing the Right Trustee

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

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Is Writing Your Own Will a Piece of Cake?

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

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If You Don’t Make a Will, Then What?

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

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Full Disclosure Estate Planning

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

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Estate Planning for Widows

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

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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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What Just Happened? You Need to Consider Estate Planning

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

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Ever Wonder How People Die?

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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His Ex-Wife Gets What?

His Ex-Wife Gets What?

Picture this — a frantic call to the family lawyer by a recent widow we’ll call Fran. Fran had just learned that her deceased husband

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