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What You Need to Know About Senior Estate Planning

  • August 29, 2020

When it comes to estate planning, older Americans are typically more prepared than their younger counterparts. However, according to survey data, only 19 percent of people over the age 72 and 42 percent of those between 53 and 71, have…

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6 Things You Should Consider Before Retirement

  • August 6, 2020

Regardless if you have been planning your retirement for decades or days, there are several factors you may want to consider with a goal of avoiding unexpected problems. The transition to your next phase of life, whether full- or semi-retirement,…

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Guarding Your Child’s Inheritance

  • July 10, 2020

Estate planning for the future inheritance of your children and grandchildren should include protective measures to keep assets from disappearing or being claimed by a creditor.  A simple way to achieve inheritance protection is through a trust. A trust can…

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How to Steer Clear of Probate Court

  • June 18, 2020

Many people have been told that it is important for people to “avoid probate.” But just because people may have heard that term, doesn’t mean they know exactly what probate means, why it can be a problem or how to…

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