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Estate Planning Blog

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What Games are Best for Brain Health For Seniors?

Adults with mild cognitive impairment may be able to boost their brain power by working on crossword puzzles, according to a new study.
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Estate planning terms

Estate Planning Mistakes to Avoid

From time to time, it’s good to review why having a complete, up-to-date estate plan is so important.
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seniors

What Is The Social Security Increase For 2023?

The government has announced a change that may help ease the pain for those who depend on Social Security, along with two others that will affect those who are still working.
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How to Talk to Parents about Estate Planning

With nearly 90% of caregivers providing care to a family member, and the holidays rapidly approaching, it is an opportune time to check in with both aging family members, as well as those performing caregiving duties.
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Relief for Estate Tax Returns

The Evolving Process of An Estate Plan

An estate plan works like the operating system on your phone or computer. It runs in the background. However, it needs occasional updates to keep the plan current.
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family with young children

What Is the Purpose of a Guardian?

Few will argue that the most important time to have a will is when you are parents of young children.
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mother and daughter

Ask Mom if She has a Will

My mother told me many times over the years that she had a will, and I believed her. When she passed away, we discovered that her will was 40 years old—and completely useless.
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Things to Consider Before Accepting Your Inheritance

The news that you will be receiving an inheritance is often bittersweet because it means that somebody close to you has passed away. But you might also have mixed emotions about your legacy for reasons related to the existing accounts or property you are inheriting. On the one hand, you might not want to disclaim […]
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Estate {;ammomg

Four Celebrity Probate Disasters and Tragic Lessons

Like some of us, wealthy and famous people are often unprepared for the future. In reality, some of today's most wealthy individuals enter heaven with no will or estate plan. In contrast, others have had to deal with costly mistakes in their estates, tied up all assets, including heirs' fortune-in court proceedings for years. Let's […]
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Estate planning terms

Estate Planning is Not Just About The Will or Trust --But Life Planning Too.

Does a person need a Power of Attorney document if that person already has a Last Will and Testament (‘Will’)? It is a good question.
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