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    The Best Ways to Maintain Independence as a Sandwich Generation Caregiver

    Taking on the task of caregiver for an older or dependent adult can be challenging and stressful. It can also be rewarding. Knowing you’re contributing to your loved one’s quality of life is a good feeling. However, the burden of providing the care and assistance someone else needs can sometimes…

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    The Most Important Estate Planning “To-Dos” After a Divorce

    Going through a divorce can be painful, overwhelming, and stressful. It’s the end of one chapter and the start of another in your life. Although it might be the right decision, you’re forced to confront various issues. For example, you and your ex must agree to the terms of the…

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    Wills, Trusts, and Estates – What’s The Difference?

    A Will is a legal document that controls where your assets go upon your passing. A Will only controls assets that are in your name alone.  The will also has to go through a Court process called Probate to give legal authority to the executor (person who fulfils the directions…

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    How Can I Add My Vacation Home to My Estate Plan?

    You finally bought that vacation home you’ve always wanted. How can you add it to your estate plan? When it comes to planning your estate, a vacation home is very different from your primary home. Here are some things you should consider. Who Is on the Title? When you purchase…

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    The Best Ways to Plan for Alzheimer’s

    Receiving a diagnosis of Alzheimer’s disease or another progressive form of dementia is always devastating for everyone involved. It is never easy to wrap your head around the changes that will gradually make life more challenging for you and your family.  If you have recently been diagnosed with Alzheimer’s or…

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    Estate Planning Is More Important Than Ever in These Uncertain Times

    Truth be told, none of us knows what the future holds. The outcome of US tax legislation proposals remains highly uncertain. It is unclear whether estate and gift tax exemptions will be cut in half, but whatever happens will affect all deaths and transfer of wealth after December 31, 2021.…

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