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Estate Planning Blog

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Power of attorney

Creating a Senior Life Plan to Reduce the Burden on Loved Ones as You Age

Posted on: October 4, 2024
A senior life plan can reduce the burden on loved ones by addressing medical, financial and legal needs before they become urgent.
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estate planning

Are Your Passwords Protected as Well as Your Estate?

Posted on: October 4, 2024
Phone and computer passwords, crypto wallets, investment portfolios, mobile banking passcodes and even social media credentials also need a place to go when you die.
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estate planning

LGBTQIA+ Estate Planning Essentials

Posted on: September 26, 2024
Estate planning is not just about protecting assets—it's about securing your loved ones' future. LGBTQIA+ couples face unique challenges and need tailored solutions.
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Planning for Aging Well: Understanding the Stages of Aging

Posted on: September 26, 2024
Understanding the stages of aging helps you prepare for life’s challenges early and live your later years in comfort.
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Tips for Talking with Parents about Personal Care or Assisted Living Communities

Posted on: September 20, 2024
Approach the conversation about assisted living with empathy and patience, allowing your parents to feel supported and involved in the decision-making process.
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gifting assets

Pitfalls of Do-It-Yourself Real Estate Deeds

Posted on: September 20, 2024
Using DIY deeds like quitclaim deeds can create more problems than they solve, from legal complications to financial penalties.
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How to Prepare for Assistance with Activities of Daily Living

Posted on: September 12, 2024
Care needs for aging change as your elderly loved ones grow older. Prepare for assistance with ADLs to help them maintain their independence and quality of life.
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How Older Adults Fight Isolation and Give Back to Their Communities

Posted on: September 12, 2024
Volunteering and charitable giving are enriching and rewarding ways for older adults to stay connected, fight social isolation, and be engaged while making a difference in their communities.
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Single and Over 50? Estate Planning Is a Must for You, too.

Posted on: September 6, 2024
The population of single adults without children aged 50 and over is growing. Estate planning for single people can protect your future quality of life and carry on your wishes when you’re gone.
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