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Free Webinar: Preparing for Long-Term Care
Free Webinar: Preparing for Long-Term Care
Jan 06, 2024

In this on-demand webinar you'll learn about the cost of nursing home care, who pays for it, and how you can protect your life savings.


Click here to watch our free webinar.

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The Key to a Smooth Wealth Transfer: Talking to Your Family About Your Estate Plan

15 May, 2024
Picture this: you've worked hard your whole life to build your wealth and create a legacy for your loved ones. You've dotted your i's and crossed your t's when it comes to your estate plan. But have you talked to your family about it? If not, you might be missing a crucial piece of the puzzle. Communicating your estate plan to your family is just as important as creating it in the first place. Even if you have a top-notch plan in place, your family could still face emotional or financial chaos if they're not prepared. That's why it's so important to...
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5 Essential Steps to Plan for Your Aging Parents' Care Needs

07 May, 2024
As your parents get older, it's crucial to have a plan in place for their future care needs. Don't wait until an emergency strikes to start figuring things out. By planning ahead, you can ensure your parents receive the best possible care while minimizing stress for the whole family. Here are five key steps to get started...
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The Hidden Costs of DIY Estate Planning

30 Apr, 2024
Creating an estate plan is one of the most important steps you can take to protect your assets and provide for your loved ones after you pass away. However, many people are tempted to use do-it-yourself (DIY) estate planning documents in an effort to save money. While this approach may seem cost-effective in the short-term, it can lead to costly mistakes and complications down the road.
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