Estate Planning

Estate Planning 101

Estate planning is an often-neglected subject in financial planning. The reasons I’ve heard from people about why this is the case run the gamut, but estate planning is an essential piece of securing your personal finances….

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The Long View

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Did you know that a non-smoking 65-year-old woman today has a 50% chance of living until 88? A non-smoking 65-year-old man has a 50% chance of living until 85? That’s how life expectancy works – the longer you live, the more likely you will live longer….

Estate Planning Mistakes to Avoid

Over the next 30 to 40 years, $30 trillion in financial and non-financial assets is expected to pass from the baby boomers — the wealthiest and one-time largest generation in U.S. history — to their heirs…

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Don’t grow older—grow wiser

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Growing older can be wrought with legal problems arising from health concerns, long-term care, and the need for appropriate housing. The good news, however, is that there are tools and strategies that older Americans can use to live as well as possible in the last decades of their lives....