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    IRS Announces 2025 Gift and Estate Tax Exemptions

    The Internal Revenue Service (IRS) has released its tax inflation adjustment figures for tax year 2025.

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    The Great Wealth Transfer: Managing Your Inheritance Wisely

    Inherited wealth can provide opportunities that weren’t previously available, such as early retirement, investment opportunities, or funding for personal passions. However, it can also come with complexities that require careful planning and decision-making. Here’s a guide to approaching and managing an inheritance wisely.

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    Planning for Cognitive Impairment and Preventing Elder Abuse

    Each experience with cognitive decline is unique. A person may have trouble with some aspects of their life but still be able to handle others adequately. Recognizing the signs of cognitive decline is key for early intervention.

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    Medicaid Applicants: Protecting Your Healthy Spouse in 2025

    Each year, the feds issues updated guidelines outlining how much of a couple’s assets a healthy spouse can keep while their Medicaid spouse gets the long-term care support they need.

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    Unpaid Family Caregiving Is Worth a Six-Figure Salary

    As the population ages, the number of people affected by Alzheimer’s disease and other forms of dementia continues to rise. For family caregivers, this role comes at a substantial cost.

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    What Makes a ‘Good’ Nursing Home? 10 Points to Consider

    Finding the right long-term care facility is a major decision. The best choice will be specific to your unique needs, preferences, and medical care requirements. Consider the following factors when searching for a nursing home.

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    How Romance Scams Affect Older Adults

    A romance scam is when a fraudster creates a fake online persona to build a relationship with a victim, often via a social media or dating platform.

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    Avoiding 4 Main Obstacles to Digital-Era Estate Planning

    Understanding which digital accounts you can legally leave to your loved ones is crucial. However, legally gaining access to digital assets can present challenges for anyone other than the original owner.

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    Estate Planning: Should I Divide My Assets Equally?

    Even if your children get along well, the distribution of your assets can require conflict resolution skills. Without previously experiencing any significant conflicts, even close siblings can struggle to maintain happy family relationships when settling your estate.

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    A Seniors Guide to Estate Planning

    Most older adults acknowledge that estate planning is essential. Yet, nearly half of Americans age 55 or older do not have a will. Even fewer have designated powers of attorney, a living will, or health care directives. 

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