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Avoid These Mistakes During Estate Planning

The purpose of estate planning is to protect your assets, interests, and loved ones after you pass away. Unfortunately, many people make costly mistakes without professional advice. Beyond undermining your intent and diminishing your financial legacy, poor planning can create…

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How to Restructure Your Assets for Long-Term Care

Over the course of a person's lifetime, about 70% of us will need long-term care.  It’s estimated that the average cost of long-term care just during the last 5 years of life is $233,00- $367,000. For those with long-term care…

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Do You Understand the Components of Estate Planning?

What is an Estate Plan? According to Meriam Webster, the legal definition of estate planning is "the arranging for the disposition and management of one's estate at death through the use of wills, trusts, insurance policies, and other devices." All adults…

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Is Your Power of Attorney Effective?

Powers of attorney are designed to authorize trusted individuals to make decisions or handle transactions on your behalf. They could be related to personal finances, business operations, or medical needs and used for a single immediate purpose or an ongoing situation.…

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