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Cornelius Vanderbilt Created an Estate Plan, but Should I?

October 30, 2020
Cornelius Vanderbilt was among the richest Americans ever to have lived. Born in 1794, he built his fortune on railroads and shipping. To put his wealth into context, in today’s dollars when adding inflation, his fortune would be worth $215.7 billion.
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How Important Is Avoiding Probate?

October 29, 2020
Probate is a process to transfer the assets after someone dies. For example, when a homeowner passes, probate allows for the home to be sold or transferred, if necessary, even though the owner is no longer alive to sign a deed.
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Can I Afford In-Home Senior Care?

October 28, 2020
Amid headlines of COVID-19 infiltrating nursing homes and large senior care facilities, it’s understandable that many Americans would prefer to avoid assisted living environments as they grow older. However, the trend to age in place predates the pandemic. Remaining at home was the first choice for 76% of Americans age 50 and older, according to a 2018 AARP survey.
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Estate Planning for a Second Marriage and Blended Family

October 27, 2020
Second (or third or fourth) marriages often require careful balancing between the needs of the surviving spouse and the needs of the children from a previous marriage.
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What’s the Key to Saving Money in Retirement?

October 26, 2020
Seniors with limited income need to find ways to lower their medical costs. Here are some options for keeping those healthcare bills in check.
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Can an Inheritance Lead to Trouble for Marriages?

October 23, 2020
Most states recognize inheritances as separate property, and many experts say keeping them separate is often the best approach.
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Does Your Estate Plan Include Digital Asset Protection?

October 22, 2020
It’s difficult to go a few hours without interacting with a digital account. Whether that is email, online banking or social media, many daily tasks involve digital informational storage.
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Does My Estate Plan Need an Audit?

October 21, 2020
Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.
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Reviewing Your Estate Plan Protects Goals, Family

October 20, 2020
Most people wish to have more control over who and how their assets are managed than what the state laws provide, and so they draft documents that can override the Laws of Intestacy, when those laws do not match their objectives.
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Does the Netherlands have the Right Idea for Elder Care?

October 19, 2020
The Netherlands, as it happens, ranks tops in long-term care provision among developed countries — if your metric is total spending level, where it ranks first at 3.7% of GDP or projected future spending, or total projected spending in 2070, where it comes out at 6% of GDP, second only to Norway (7.1%).
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