5 Easy Steps to Create a Beneficiary Plan

The thought of leaving a legacy that can smooth the way for others, such as your children, is a great feeling. Sometimes, though, good intentions aren’t always enough. Without careful planning, a significant portion of your estate can be eaten up by taxes, tied up in probate court, or…

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Aging Parents and Money

Does this sound familiar? Things that used to be easy for your parent(s) — making health care decisions, running errands, taking care of the house, handling finances — have become challenging.

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