Cherish Freedom? Discover Why an Estate Plan is Your Personal Declaration of Independence

As you revel in the Fourth of July festivities, honoring freedom, independence, and the pursuit of happiness, take a moment to embrace the ultimate American liberty: the right to manage your own affairs, even beyond life or in times of incapacity. Read more.

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They're All Grown Up! Guiding Your Child's Leap into Adulthood

Once your child turns 18, they're legally deemed an adult, despite having much more growing up to do (even if they might not agree!). At this stage, privacy laws protect their health and financial information, just like any other adult. However, with some proactive planning, you can still provide the support they need. Read more.

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A Guide to Estate Planning for Non-Biological Parents in the LGBTQIA+ Community: Protecting Your Family During Pride Month

Celebrate Pride and reflect on progress made for the LGBTQIA+ community this June. As a non-biological parent in the LGBTQIA+ community, it's important to be aware of the ongoing fight for full equality. One area that might require attention is ensuring your parental rights are legally protected, especially if you are a non-biological parent. Learn more about this and find valuable information here.

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10 Essential Steps to Ensure a Comfortable Retirement: Part 2

In the first part of our series on practical steps for ensuring a comfortable retirement, we covered estate planning, passing on a legacy, and preparing for long-term care. This week, we continue with five more steps, including adapting your home for comfort and safety and leveraging technology for independence. Implementing these steps will provide you with greater peace of mind in your later years. Read more.

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10 Essential Steps to Ensure a Comfortable Retirement: Part 1

Retirement marks the beginning of an exciting new chapter in life, far beyond just the end of your working years. Thoughtful preparation and strategic planning are essential. During this Older Americans Awareness Month, discover five practical steps you can take now to ensure a comfortable and fulfilling retirement. Read more.

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Estate Planning: A Gift of Serenity and Empowerment for Every Mother

Give your mother a gift that truly lasts this Mother's Day: the reassurance and empowerment provided by well-crafted estate planning. Estate planning allows you to safeguard your well-being, your children's future, and your financial security, ensuring you're ready for whatever comes your way. It's the best gift a mom can receive. Learn more.

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Navigating the Hazards of the Internet: Safeguarding Yourself Against Online Scams and Cyber Threats

Unfortunately, online scams and digital attacks are on the rise. In this week’s article, we explore seven actionable steps you can take to protect your online data. Protecting yourself digitally is more crucial than ever. Continue reading to learn more.

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Why Investing Your Tax Refund in Estate Planning Is a Smart Choice

So you received a tax refund this year—congratulations! You might be thinking of splurging on a vacation or saving it for an unforeseen expense, but there's an even smarter option for utilizing that refund: estate planning. Here's why it's a wise choice. Continue reading to learn more.

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Exploring the Realm of Cryptocurrency: Advice for Both Parents and Teens

In a time when digital advancements influence all facets of our existence, it's understandable that our teenagers are captivated by the prospect of cryptocurrency. However, before they delve into this territory, parents need to be equipped to guide them through this emerging landscape. Continue reading for insights.

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Beyond Vows and Partings: The Importance of Planning Ahead for the Conclusion of Your Relationship

Whether due to a breakup, divorce, or the passing of a significant other, all relationships inevitably reach a conclusion. The extent to which you've prepared for such an eventuality can significantly affect you, your partner, and your assets. Discover more.

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3 Essential Estate Planning Papers Your Parents Should Have Immediately

As your parents enter their later years, securing their comfort and tranquility—as well as your own—becomes increasingly important. To guarantee your parents have access to the support they require, it's critical they have these three essential documents prepared and accessible. Discover more.

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14 Strategies to Pamper Your Finances in This Year - Part 2

Last week, we delved into seven strategies to express care for your finances and family through intelligent, tax-efficient financial advice for the upcoming year. Discover additional insights by reading Part 2 of our series now. Continue reading.

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