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Do People Get Divorced after Age 65?

A divorce almost always comes with emotional, personal and financial complications. However, a divorce late in life also adds a level of complexity to your estate and tax plan.

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Financial-Loss

Can I Give My Child Access to My Bank Account? Should I?

Would your loved ones have necessary access to your bank accounts after you die to help carry out your last wishes and handle arrangements?

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What Should Small Business Owners Know about Estate Planning?

Small business owners have their hands overflowing with issues, and they devote most of their time to matters related to the smooth running of the business. Having no time to think about other matters, they do not bother about estate planning for them.

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What Does It Mean to Be an Adult’s Legal Guardian?

To say there’s intense international interest over how pop star Britney Spears lost control of her estimated net worth of $60 million, as well as most of her personal and medical decisions, would be a gross understatement.

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Should I Delay Filing for Social Security?

In a rush to file for Social Security benefits at age 62? Many people are, but slow down and do the math first – or you might regret it.

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What Items Should Not Be Stored in a Safe Deposit Box?

Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.

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How Can I Conduct a Family Meeting about Family Wealth Planning?

When there is a large inheritance at stake (or even when there isn’t), it is a great idea to get everyone on the same page. A family meeting can make that happen, and it can even be enjoyable.

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If I Have a Will, Do I Have an Estate Plan?

While a will is often part of an estate plan, an estate plan covers much more ground.

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Can You Protect Yourself or Loved Ones from Financial Elder Abuse?

Recent studies estimate that 39.6% of Americans 65 years of age or older are victims of financial abuse.

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What Is the Best Thing to Do with an Inherited IRA?

Inheriting an IRA from a parent has a unique set of rules you need to know, which will help you make the most of the money you inherit and avoid a tax-time surprise.

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