Estate Planning

Estate planning is when you make a plan for what will happen to your money and property after you die. For example, you can decide who will get your house, or how your money will be used to help your family.

Learn more about estate planning from our financial advisors below.

January 5, 2024

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Disclaimer: When dealing with legal matters, make sure you make your decisions based on complete information that is pertinent to your situation and your goals. Always gather advice form a. . .

January 5, 2024

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Before deciding on long-term care insurance for your parent, delve into the key aspects. This type of insurance bridges the gap for care expenses not covered by health insurance, Medicare,. . .

November 27, 2023

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Divorce, often a challenging experience emotionally and logistically, also poses significant financial implications, particularly for those occurring later in life. Commonly called “gray divorce,” these separations can dramatically impact retirement. . .

November 27, 2023

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The progression of age inevitably increases the possibility of becoming dependent on others for day-to-day needs. Factors contributing to this dependency range from chronic illnesses and cognitive decline to physical. . .

November 21, 2023

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The concept of intergenerational wealth transfer, which involves passing assets from generation to generation, has always been a cornerstone of financial planning. However, in today’s economic landscape, balancing the desire. . .

October 27, 2023

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How to Avoid the Legal Maze Ah, the topic of probate – a concern that’s not directly related to your seriousness about annuities, but it’s an important financial aspect nonetheless.. . .

September 28, 2023

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Most people have a general fear of probate which is often based on publicity or misunderstood information. The press and numerous articles explain the hazard of probate and the underlying. . .
September 27, 2023

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Five Cost-Free Cybersecurity Tips to Safeguard Your Retirement Americans’ top worries about crime today revolve around digital safety. The leading concerns include “having your personal, credit card, or financial information. . .

September 21, 2023

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Basic Estate Planning is for Everyone It’s a common misconception that estate planning is exclusively for the ultra-wealthy, a reserve of the high-flying CEOs and multi-millionaires. This idea could not. . .

June 6, 2023

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Navigating the Complex Terrain Estate planning is crucial for couples to ensure their wishes for asset distribution are respected after their passing. It is an integral part of financial planning,. . .

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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