How Do I Talk About Money with My Elderly Parents?
July 24, 2019
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From wills to life insurance, no one wants to discuss a financial plan with their aging parents.
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Estate Planning Can Solve Problems Before They Happen
July 23, 2019
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The word ‘estate’ conjures images of great wealth, which may be one of the reasons why so many people don’t develop estate plans—after all, they’re not rich, so why make the effort? In reality, however, if you have a family, you can probably benefit from estate planning, whatever your asset level.
Leaving a Legacy Is Not Just about Money
July 18, 2019
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Leaving a legacy — sounds like something only wealthy people can do, right? It can be something like making a giant bequest to a university or passing on a significant estate to your children.
What Happens to Your Frequent Flier Miles When You Die?
July 17, 2019
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You obviously can’t take them with you. However, upon death, you often can’t even leave your frequent-flier miles behind.
Why is an Advance Directive so Important with Dementia?
July 16, 2019
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When it comes to the prospect of dementia, advance directives are critical because the disease is progressive.
How Has the New Tax Reform Affected Charitable Giving?
July 15, 2019
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After years of strong growth, total charitable giving rose just 0.7% in 2018, according to a new report on philanthropy by Giving USA. When adjusted for inflation, total giving declined 1.7%.
Stretch IRA May be Disappearing Soon
July 12, 2019
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If Congress gets its way, you’re going to lose the opportunity to help your children build wealth, and at the same time, they could end up in higher tax brackets for years.
The Dark Side of Reverse Mortgages
July 11, 2019
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Reverse mortgages can be a good way for income-starved seniors to gain extra cash, when going back to work is no longer an option or desirable. The loans, which enable homeowners to tap the equity in their dwellings, also can be complex and even lead to foreclosure.
Estate and Succession Planning are Key to Business Longevity
July 10, 2019
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If you own a business, you’ve always got plenty to think about: sales, marketing, employees, competition, industry trends and consumer preferences. The list goes on and on.
Avoiding Litigation with Estate Planning: Top Four Facts to Know
July 9, 2019
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Estate planning involves planning for how an individual’s assets will be preserved and managed.
