Asset management and financial wellness can help develop long-term confidence when wealth transfers from generation to generation. Understanding and
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One of the more difficult conversations for family members to have is talking about estate planning. There are several reasons for this, including the reality
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Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly
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A solid estate plan should not only provide for your assets after you pass, but also plan for your long-term care while you're alive. With the median cost of a
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Basic estate planning is something that everyone should do, regardless of your age, marital status, the value of your assets, and if you’re a parent or not.
A recent survey by Caring.com found that a whopping two in three American adults do not have an estate plan1—an alarming statistic, considering that an estate
Life insurance has come a long way since the days when it was known as burial insurance and used mainly to pay for funeral expenses. Today, life insurance is a
Getting old is hard. Your parents’ ability to manage their own finances may decline as they age. Helping them with money matters is a sensitive issue you need
