It is natural to want to protect our loved ones no matter what. But when a loved one is facing incarceration it can be difficult to see how you can help provide a
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It is natural to want to protect our loved ones no matter what. But when a loved one is facing incarceration it can be difficult to see how you can help provide a
As we head into the holidays this year, this season will likely look significantly different from years past. Out of concern for older and high-risk family members, most families will probably celebrate apart,
The death of a loved one is one of the most difficult times in a person’s life. Nothing can truly prepare you for such a loss. However, dealing with the financial stress of
For many snowbirds, cooler weather means it is time to head south. If you are thinking about heading for warmer weather this winter, there are a few things you should consider before hitting
Protecting your family is important, especially when you have minor children, and even more so now that we are living through a pandemic. With all of the unknowns of our current situation, you
The unpredictable can occur at any time: fires, hurricanes, floods, earthquakes, pandemics —you name it. Because September is National Disaster Preparedness Month, we want you to be prepared for whatever life throws at
After a loved one dies, their money and property must be distributed to the right people, either according to their will or the state’s default distribution scheme. Even if you are staying on
For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that their loved ones are financially secure upon their
There have been some significant legal changes recently that may impact how you can maximize your retirement and tax planning. Last year, Congress integrated the Setting Every Community Up for Retirement Enhancement
Most people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a private process. However, because wills are filed at the courthouse, probated estates become
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