Key takeaways Consider getting your financial house in order sooner, rather than later. Your family and loved ones will thank you for it. As your family’s financial go-to person, make sure you have estate planning strategies in place that can help you protect and provide for your loved ones after you pass. On your own […]
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Many people want to remain in their homes after they retire rather than move to a senior living facility or community. Unfortunately, most homes aren’t set up to help us age safely and affordably. If your goal is to “age in place,” some early preparation could help make that possible — or point to better […]
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Life insurance may play a vital role in an estate plan because insurance proceeds can be counted on to provide liquidity when it’s needed. With proper planning, insurance money can pay expenses such as estate tax and keep other assets intact. Suppose, for example, Bill Smith dies and leaves a large estate to his daughter […]
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For many clients in 2020, estate planning became a pressing need, and that need has continued in 2021. If the COVID-19 pandemic has taught us anything, it is that preparedness and flexibility are key. For those who have not yet done so, the time to focus on estate planning is now. With all the uncertainty […]
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With so much going on in the world now, life insurance might not seem like a hot topic at the dinner table. However, because so much has happened in the past year, people are more likely to be discussing what they need to do to be prepared for emergencies. In fact, a survey by insurance […]
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