Can I Age in Place?

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As people age, health and mobility issues can make independent living at home more difficult. However, not everyone can afford a nursing home or assisted living, and not everyone wants to move to one of these facilities.

It Is Important to Update Your Estate Plan

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Will there be changes in your circumstances or your family that should lead to a review of your plan? Could some events cause you to need to revise or update the plan?

Who Needs a SLAT Trust?

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A SLAT is an irrevocable trust set up while both spouses are still alive, in which one spouse is the designated beneficiary of the other spouse.

How Will Social Security Change in 2023?

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Social Security recipients likely already know that their benefits get a bump almost every year to counteract the effect of inflation. However, that cost-of-living adjustment is just one of several annual tweaks to the Social Security system.

Can I Protect My Aging Parents?

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As the American population of seniors continues to expand, the need for intentional estate planning becomes more urgent, especially for the children of aging parents.

Can You Prevent Family Fights over Inheritance?

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In early 2022, Bloomberg News reported that Americans can expect to inherit $72.6 trillion over the next quarter century—more than twice as much as a decade ago. With so much potential generational wealth on the line, there is always a risk that it will become the subject of a dispute.