Blog Articles

Estate Planning

What Is a Living Will?

An element of advance care planning, a living will is a legal document that provides specific instructions on how to carry out your wishes to receive or decline such treatments when you otherwise can’t communicate those wishes yourself.

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How to Maintain Independence As We Age

Gathering with the family for a Fourth of July celebration is a heartwarming time for the family’s oldest members. It’s a day to celebrate our great nation’s independence, but also a time to take a long look at the generations of the family gathered around the table, making you proud and hopeful for the future.

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Preparing Young Adults for Independence

America’s independence was not easily won. There was no guarantee the fledgling colonies would win, but they fought long and hard and, as a result, every July 4th we celebrate our nation’s independence. If there is a young adult in your life, you know they’re often fighting in their own way to declare their independence.

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How Do IRAs and 401(k)s Fit into Estate Planning?

Investing for retirement is one of the most important steps you can take toward building a secure financial future for you and your family. The sooner you can start, the better. Contributing to a retirement account can help you work toward your goals and may provide tax advantages to boost your progress.

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Second Marriages
Estate Planning

Senior Second Marriages and Estate Planning

More Americans are now getting married over the age of 65 than ever before. Even though this may be a second or third marriage for many, caregivers should nevertheless be aware of certain aspects that shouldn’t be ignored amidst all the wedding plans and celebrations.

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Hourglass
Estate Planning

Should You Update Your Estate Plan?

Frequent triggers also include changes in the health of executors and guardians; changes in laws, which may impact tax and legal strategies; and changes in state residence, which can also impact planning.

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