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Estate Planning for Second Marriages and Late-in-Life Partnerships
Love can find us at any stage of life—and when it does, it is something to celebrate. However, if you are getting…
The Silent Threat to Your Retirement Savings: The Cost of Nursing Home Care
Most of us spend decades working hard, saving for retirement, and dreaming of a future where we can finally relax and enjoy…
What Is in Your ‘Just in Case’ File?
Life is unpredictable, and while we can not control everything, we can be prepared. A “Just in Case” file ensures that you…
The Estate Planning “Checkup” You Should Be Doing
When was the last time you updated your estate plan? If you have to think about it, it has probably been too…
You Are Ready for Estate Planning—But Your Spouse Is Not. Now What?
Estate planning is one of those things that everyone knows they should do, but not everyone feels the same urgency about getting…
Choosing the Right Executor or Trustee When You Do Not Have a Trusted Family Member
Choosing someone to handle your estate after you are gone is a big decision. Ideally, you would pick a trusted family member,…
Leaving a Legacy Through Testamentary Gifts
Estate planning is more than an opportunity to pass assets to loved ones; it is also a way to leave a lasting…
February is National Senior Independence Month—Are You Prepared?
February is National Senior Independence Month, a reminder of the importance of maintaining autonomy and quality of life as we age. One…
How to Protect Your Senior Parents from Phone Scams
Phone scams are one of the most common ways scammers target seniors. Fraudsters use fear, urgency, and deception to trick older adults…
What If You Took a Month Off?
Have you ever stopped to wonder what would happen if you stepped away for a month? No work, no errands, no managing…
