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July 31, 2025

Avoid These Common Estate Planning Mistakes After Age 65

Approaching or reaching retirement age is an exciting milestone, but it also comes with new responsibilities, especially when it comes to estate planning. For older adults and their families, this phase of life often requires reevaluating financial goals, planning for…

Entrance to probate court building
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September 26, 2024

Proper Estate Planning Reduces Issues of Probate

Probate is a legal process that happens after someone dies. While probate can be complex, lengthy, and expensive, an estate planning attorney or probate attorney can help mitigate unwanted risks. They will be able to anticipate what might happen and…

Trust and Estate planning written in red ink on graph paper
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August 15, 2024

Why Trusts Are Important Estate Planning Tools

Estate planning involves creating a plan for where – and to whom – your assets will go upon your death. The process can include making a will, designating which of your loved ones should receive your retirement accounts and life…

A couple hugging with moving boxes behind them and keys in the womens hand
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August 1, 2024

Gift of Home Equity: What It Is and How it Works

We are living through what’s been called the largest intergenerational wealth transfer in history. Tens of trillions of dollars are set to change hands between older and younger Americans over the next 20 years. More and more elders are choosing…

An older couple looking at a computer in a cafe
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July 4, 2024

What You Should Know About Long-Term Care

Research shows that roughly one in seven adults aged 65 or older will need long-term care at some point in their later years. Meanwhile, tens of millions of Baby Boomers in the United States are growing older and living longer. It seems…

A person at a funeral holding flowers with their hand on a casket
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May 23, 2024

What You Should Know About Prepaid Funeral Plans

How Much Are Funeral Costs in the United States? Funerals rank among the most expensive purchases many consumers will ever make. As of 2023, the median cost of a traditional funeral, with casket and burial, was $8,300. The average cost varies…

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