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How to Protect Yourself from Elder Fraud
It is not uncommon for people to offer to assist older family members with their finances or guide them through the process…
Review and Update your Retirement Plan Beneficiaries
If you have a retirement plan, it’s important to review and update your beneficiaries regularly. Why? Because your beneficiaries are the people…
4 Tips For Avoiding Will Contests
It’s never a good feeling to think about children, grandchildren or a spouse arguing over provisions in a will or revocable living…
The Importance of Organizing Information for Your Family
For many people, their death is not something that they want to talk about or think about. It’s understandable that having a…
How to Select a Trustee or Executor
Selecting a trustee or executor for your estate plan is one of the most important decisions that you will need to make…
Estate Planning for Social Media Accounts
It’s undeniable that we are living in a technology driven day and age. For most people, their day begins by checking their…
Estate Planning for Blended Families
Estate planning is a topic that can feel confusing or overwhelming for any person, regardless of their personal or financial background. However,…
Estate Planning Options: Special Needs Trust
One of the leading benefits about estate planning is that you have the flexibility to plan for a number of different possibilities…
