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Estate Planning for 80-Somethings

Estate planning needs to change over your lifetime (believe it or not, it is not a “one and done” thing). When you are in your twenties and working your first job, you might worry only about which beneficiaries to list…
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How to Remove Someone from Your Will in Texas

If you are reading this blog, chances are that you thinking about removing someone from your estate. It is a tough choice. But, if you are ready to move forward, here is what you should know about disinheriting an heir…
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Complete a Complete Estate Plan

When it comes to planning, the focus is typically on making you better prepared for the future. That means limiting taxes, creating wiser investment strategies, knowing when it’s best to claim Social Security and developing sustainable retirement income plans. All…
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A Few Words of Advice for Getting Married in Your Golden Years

If you're in your senior years, you may want to think twice before tying the knot. The love bug can bite at any age, and that can include pain in your wallet. This advice comes from The Hartford (CT) Courant…
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Want Estate Planning? No, You Need It!

Estate planning is a need, but too often it gets moved down to the list for tomorrow. There are many reasons people put off estate planning, like discussing death and dying. The (Memphis TN) Daily News recently published an article,…
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Celebrity Estate Panning Leaves a Lot to Be Desired

One would think that big stars like Prince would have a team of high-powered advisors, compared to the average Joe and Jane. But that isn’t so, says CNBC in the recent article “Don't make these celebrities' estate-planning blunders.” Celebrities make…
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Librarian’s Estate Plan Includes $4 Million Gift to School

A former University of New Hampshire librarian’s $4 million gift to the school has received considerable attention due to the way the school opted to use the funds. This uproar is a reminder that estate planning is important, especially if…
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Saving the Home with Long-Term Health Care Demands

The largest asset most people have is their family home. If a senior is in a situation where his or her long-term care insurance is exhausted and the other assets are used to pay for care, how does one protect…
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Come On, Do I Really Need a Will?

The answer to that question has always been an unequivocal “yes”—especially when there’s a spouse, children or stepchildren. However, there are some financial advisers that now say many Americans might not need a will. Forbes’ article, “Do You Really Need…
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