My lawyer suggested I write a last letter to loved ones to go with my will. What kinds of things might I include? We often follow the lives of the rich, famous and infamous on television and social media, but rarely do we take time to record our own personal beliefs, significant memories, every day…
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What long term care planning tips can you pass along?
I got a lot of phone calls about long term care planning after an article on Medicaid planning I ran a month or so ago. There were common areas of concern from spouses, parents and children caring for loved ones about the nature and range of financial planning options for long term care so here…
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Is a legacy different from an estate?
In a technical sense and strictly construed a legacy is a gift or bequest in a will of personal property. An estate is a person’s interests in real and personal property both before and after death. The word legacy has another meaning that adds depth and dignity to life and estate planning. In the broadest…
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The First Steps to Take After a Death
Death is a part of life – but for the surviving family it is a time of stress, both emotional coping with loss and knowing what to do to handle the paperwork and the practicalities of what happens when a family member dies. 1 – Call a funeral director and the person’s pastor – These…
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