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Blog Posts in 2022

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  • The 4 Main Obstacles to Digital Estate Planning
    The 4 Main Obstacles to Digital Estate Planning

    It is more important than ever for you to identify the digital property you own and manage it since the Internet of Things (IoT) has become an integral part of our lives. From smart home devices to ...

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  • Changing Estate Plans for Widows and Widowers
    Changing Estate Plans for Widows and Widowers

    To lose a spouse is a challenging experience on an emotional, spiritual, and financial level. It is common for one spouse to handle family tax and estate plans, and a widow(er) may be looking at a ...

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  • Generating Wealth That Is Transferable After You Die
    Generating Wealth That Is Transferable After You Die

    Many years may have gone into building and protecting your legacy for future generations. But have you thought about the impact it will have on family members who are in different stages of life after ...

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  • Advice for Seniors and near seniors on Estate Planning
    Advice for Seniors and near seniors on Estate Planning

    According to a 2021 Wills and Estate Planning Study by Caring.com and YouGov of 2,400 Americans aged fifty-five and older, since 2019 the percentage of Americans who have created a will has fallen ...

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  • It Is Essential to Create a Letter of Instruction for Your Estate Plan
    It Is Essential to Create a Letter of Instruction for Your Estate Plan

    A letter of instruction (LOI) is an essential component of any estate plan, whether you are just getting started or already have one in place. A letter of instruction can help your loved ones manage ...

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  • Ten Organizations Offering Resources for Independent Seniors
    Ten Organizations Offering Resources for Independent Seniors

    Increasingly, America's aging population is made up of tech-savvy baby boomers. By 2030 all boomers will have hit 65 years of age, accounting for 18 percent of the US population. This demographic is ...

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