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Estate Planning and Passing on Family Values

Successfully addressing and legally formalizing inheritance of family values and assets can be challenging, especially if parents wait too long to begin instilling family values. Undoubtedly the best time to teach and empower your children as eventual inheritors of your…

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Financial Planning for Millennials

Millennials include fiscally conservative, savings oriented, and future planners seeking financial freedom as core attributes. A large part of millennials' formative years was influenced by the US sub-prime mortgage crisis beginning in 2007, shortly followed by an international banking crisis,…

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Protecting Seniors from COVID-19 in 2021

By now, everyone in America knows something about the COVID-19 global pandemic, also known as the coronavirus. News media programming continues to broadcast information about this virus with varying degrees of accuracy, which has created some confusion, especially for seniors…

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Understanding the Probate Process

Probate is the legal process for authenticating a deceased person's will, reviewing their assets, paying their outstanding debts and taxes, and distributing what remains to their inheritors. After an asset-holder dies, the court will appoint a valid will's executor to…

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