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Oct 10, 20183 min read
The Power of Power of Attorney
“POAs are legal documents that allow you to name an “agent” (also sometimes referred to as an “Attorney-in-fact”) to act on your behalf...
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Oct 9, 20182 min read
Caretaking for an Elderly Relative Comes with a Cost
“You can’t put a price on filial affection, but the cost of being responsible for a parent or grandparent may run a lot higher than you’d...
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Oct 8, 20182 min read
Fathers, Protect Your Children with an Estate Plan
“Despite how it safeguards their families, many men avoid will-writing and estate planning. What is it that makes them so hesitant to do...
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Oct 5, 20183 min read
Social Security Slips to Avoid
“Social Security provides valuable benefits, and it's important not to waste the opportunity to get them. However, given just how...
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Oct 4, 20182 min read
Getting Ready to Fly South? Estate Planning and Snowbirds
“Because the laws governing estate planning and Medicaid benefits differ from state to state, it is advisable that you have your...
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Oct 3, 20182 min read
How Do You Want to Be Remembered?
“Think about how you want your legacy to live on. Do you want to donate to charity, ensure your children and family are taken care of or...
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Oct 2, 20182 min read
Why Do So Many Pastors Pass on Estate Planning?
“Passport? Check. Airline ticket? Check. Hotel reservation? Check. After careful planning, you're ready for vacation! However, have you...
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Oct 1, 20183 min read
Celebrities Make Estate Planning Mistakes–In a Big Way
“As if dying isn't bad enough, imagine your ex (your no-good, lying, cheating ex!) rolling in all the money you left behind. Your beloved...
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Sep 28, 20183 min read
Take These Steps to Get Ready for Year End Finances
“New Year's Eve is far away. However, it's never too early to organize your finances for the end of the year. Do it while there’s still...
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Sep 27, 20182 min read
How Many Different Retirement Systems are There?
“Retirement seems quite simple in theory. However, those approaching retirement are often caught by surprise, by the complex nature of...
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Sep 26, 20182 min read
Why You Need a Plan
“Earlier this month, news outlets reported that Aretha Franklin, a Memphis native, died without a will. That fact seems important, but...
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Sep 25, 20182 min read
Probate Primer: good or bad?
“Each person must understand their own financial and family situation to determine the best estate planning approach for them.” Let’s be...
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Sep 24, 20182 min read
Are You and Your Retirement Investments Prepared for Correction?
“The older the current bull market gets, the more stories you’re likely to read about how this is an awful time to retire.” It’s a...
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Sep 21, 20182 min read
Can Your Adult Children Help as You Plan for Retirement?
“Your adult children may be busy with their careers, raising families and carving out their own paths. However, they may also want to...
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Sep 20, 20182 min read
Digital Assets and Advisors: What Only You Can Tell Them
“Digital assets, including banking and investing accounts, e-mail accounts, photos, blogs, bitcoins and money accounts, such as PayPal,...
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Sep 19, 20182 min read
The Retirement Risk No One Wants to Discuss
“Don’t dodge the long-term care talk. Paying for long-term care can be a costly and complex undertaking, if you're unprepared.” Consider...
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Sep 18, 20182 min read
Forget Social Security and Plan Your Retirement
“Millions of seniors depend on Social Security to provide a large amount of their retirement income. Therefore, it's natural to bank on...
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Sep 17, 20182 min read
Philanthropy During Retirement: How to Make It Happen
“Spending generally declines during retirement for most budget items, but charitable giving tends to buck this trend.” There’s a new...
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Author
Sep 14, 20182 min read
Prepare to Live a Long Life and Enjoy Every Bit of It!
“A long life is a great gift, but with the joys come some financial and legal challenges. The earlier you act to address them, the better...
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Sep 13, 20182 min read
What Happens When You Want to Amend a Trust?
“Both of my parents are in assisted living. Their trust needs to be changed, but I’m not sure that they will understand the necessary...
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