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Insights & Ideas

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CONTENT WITH Wills
You don’t have to be super wealthy to have an estate plan. In fact, most people could benefit from one. So why do we tend to procrastinate?
Questions to ask before agreeing to assume the role of executor or trustee.
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Creating a basic estate plan doesn't have to be a chore. It generally takes four basic documents and some soul searching.
A look at how donor-advised funds and private foundations compare.
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More often than not, perpetrators of elder financial exploitation are someone the senior loves and trusts.
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Having an advance healthcare directive on file with your doctor and hospital is a wise move no matter your age.
How to ensure a smooth transition when your family’s chief financial officer is no longer able to serve.
How to help the elderly in your life with financial planning, fraud prevention and more.
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After losing a loved one, you don’t need to suffer financial losses while planning a funeral, too.
Not sure how to deal with a financial windfall? Here are a few tips to help you make the most of an unexpected influx of wealth.
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