Tag Archive | "estate"

Couple, advisor, retirement, finance,

Dementia: Consequences Of Failing To Do An Estate Plan

A diagnosis of dementia, or other cognitive impairment, all too often leads to denial on the part of the person who is affected and on their families as well.

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Life Stages And Estate Planning

Estate planning is not a one-time endeavor. Unfortunately many people believe that they do not need an estate plan until they approach retirement.

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Couple

Preserve Your Lifestyle With Sound Legal & Financial Planning

Living a purposeful and healthy lifestyle seems to have become a mantra for our growing aging population.

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Choosing The Right Decision Maker For You: A Helpful Primer

Choosing the right decision makers, known as “fiduciaries” and “agents,” for you and your estate plan is critical. Do not wait until you are under pressure to do so.

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Couple, advisor, retirement, finance,

Estate Planning: Procrastination Could Have Harmful Results

Even if a person has few assets or no children, estate planning also includes provisions for important decisions during life.

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money, finance, retirement, couple

How To Death Clean Your Finances

The phrase death cleaning is about getting rid of excess rather than leaving a mess for your heirs to sort out.

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