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Insights into the Retirement Trends of 2023

Increasingly, senior consumers are focusing on wellness and affordable solutions. Improving and maintaining greater physical and mental health lifestyles through proactive and preventative measures is increasing. For seniors to thrive and flourish in retirement, technology and reliance on community and…

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A Brief Overview of Trust Types

It's common to hear about trusts in reference to beneficiaries. Some may believe that only wealthy people have trusts, but they are common and useful tools when creating estate plans of all sizes. They are used to manage and protect…

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Probate: Understanding the Process

The right estate planning can minimize or eliminate probate, but sometimes it's necessary, despite the stigma associated with it. In reality, most heirs will have to navigate the probate process to some degree after losing a loved one. Understanding what…

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