How Do I Incorporate My Business into My Estate Planning?

Running and owning a business is just like raising a child: Both are investments in the future, and both require a lot of time, resources and effort to raise successfully. One can argue that you would treat your business like you’d treat a child; you’d want it to succeed even after you’ve passed on or retired.

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Why Is a Power of Attorney Important?

Taking over a loved one’s affairs is not easy. However, what can make the task less daunting, is to make sure you get off on the right foot by obtaining the necessary legal documents and other information which will make your job much easier.

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Do Unmarried Couples Need Estate Planning?

Experts say that creating a plan for what happens to your estate — regardless of how meager or massive your assets — is key for unmarried couples who want their commitment to each other protected in the event of death.

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How Should I Prepare for My Child’s Future?

A recent survey by TD Ameritrade made headlines, with its finding that 1 in 5 young Americans (Generation Z, defined by the researchers as ages 15-21, and young millennials, ages 22-28) may opt out of college. A deeper look shows that much of what drives that thinking, is the price and debt that come with it.

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Health care directive

Do You Have a Health Care Directive?

Estate planning is a complex world for most Americans. For many, the process can seem overwhelming and expensive. For others, it is uncomfortable to confront one’s mortality and requires tough decision making. However, regardless of one’s feeling on estate planning, there is one estate planning document that all Americans should have: A Health Care Directive.

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Person pinnning white blank tablet

How Does a Conservatorship Work?

Eight years ago, America’s baby boomers, people born between 1946 and 1964, began to retire. At nearly 75 million, they represent one of America’s largest elder care challenges.

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older couple walking through forest

How Can We Prevent Elder Abuse?

Unfortunately, elder financial abuse is a serious problem in the United States. According to The True Link Report on Elder Finance Abuse 2015, more than $36 billion is stolen each year from elders.

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