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How Do I Align Retirement Planning with Planning for a Special Needs Child?

November 15, 2021
As parents of children with special needs age, they should revisit the decisions they made—sometimes many years ago—regarding guardianship, beneficiarie, and other aspects of their child’s care.
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Qualifying for Medicaid

November 12, 2021
Medicaid can pay for long-term care and how can you qualify. Medicaid is a federal program administered by the states. Watch this short video to learn more. Learn more by visiting our website: More information can be found on the U.S. Government's website:
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How Should I Take Care of My Aging Parent?

November 12, 2021
As a large portion of the U.S. population grows older and life expectancy continues to increase, many caregivers in their 40s and 50s are finding themselves a part of the “sandwich” generation, or those who are often caring for both their children and their aging parents.
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Good News for Social Security Recipients Next Year?

November 11, 2021
Social Security recipients likely already know that their benefits get a bump almost every year to counteract the effect of inflation. However, that cost-of-living adjustment is just one of several annual tweaks to the Social Security system.
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What Is Probate?

November 10, 2021
The probate process gets a bad reputation, but it’s the reality many families will face. It is a process that can function well for some small estates.
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What Documents Do I Need in My Estate Plan?

November 9, 2021
An effective estate plan uses a collection of documents and teamwork to protect one’s assets and personal property. An effective estate plan also explains and carries intentions of how to pass control down to successors in the event of your absence.
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Do You Need a Revocable or Irrevocable Trust?

November 8, 2021
On the surface, the difference between revocable and irrevocable trusts couldn’t be any more straightforward. You can change your revocable trust whenever and however you choose. You can’t change your irrevocable trust at all.
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Why Do Families Fail when Transferring Wealth?

November 6, 2021
Over the next 25 years, analysts anticipate $68 trillion to be passed down to younger generations and charities. While the importance of legacy planning is not limited to the forthcoming Great Wealth Transfer, it does spotlight the significant amount of wealth that has been created, primarily by Baby Boomers, and the need to transition these assets thoughtfully.
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Can I Give My Child Access to My Bank Account? Should I?

November 5, 2021
Would your loved ones have necessary access to your bank accounts after you die to help carry out your last wishes and handle arrangements?
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Estate Planning Mistakes to Avoid

November 4, 2021
According to a survey, only 4 in 10 American adults have a will or a living trust. And what may be even more surprising is that younger adults are outpacing their middle-aged and older counterparts when it comes to estate planning.
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