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    Couple Makes Basic Planning Error and Loses Life Savings

    A Pennsylvania couple may have lost their life savings by making a fundamental estate planning mistake.

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    How to Deal With Student Loan Debt as You Age

    The number of older Americans with student loan debt – either theirs or someone else’s — is growing. Sadly, learning how to deal with this debt is now a fact of life for many seniors heading into retirement.

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    Be Careful Not to Name Minors as Your Beneficiaries

    Most people want to pass their assets to their children or grandchildren, but naming a minor as a beneficiary can have unintended consequences. It is important to make a plan that doesn’t involve leaving assets directly to a minor.  

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    May Someone With Dementia Sign a Will?

    Millions of people are affected by dementia, and unfortunately many of them do not have all their estate planning affairs in order before the symptoms start. 

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    Hidden Risks of Disinheriting Relatives

    When fashion designer L’Wren Scott committed suicide, she left her entire estate to her boyfriend, Mick Jagger, instead of to her sister or brother.

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    Four Steps You Can Take to Protect Your Digital Estate

    While the internet makes our lives more convenient, it also adds new complications.  For example, what happens to all our online data and assets if we become disabled or die?

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    Medicaid’s Coverage of Nursing Home Care

    For better and for worse, Medicaid is the primary method of paying for nursing home care in the United States. But navigating the Medicaid system is complicated and confusing. Here are the basics. 

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    Don’t Forget to Fund Your Revocable Trust

    Revocable trusts are a very popular and useful estate planning tool. But the trust will be ineffective if you do not actually place your assets in the trust.

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    8 Tips for Having ‘The Talk’ with Elderly Parents

    Talking about estate planning is a difficult, emotional topic but it’s essential for every family.  These eight tips can help you discuss the hard topics thoroughly and respectfully and prepare you for the road ahead.

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    Bank Pays Price for Refusing to Honor Request Made Under a Power of Attorney

    Bank of America refused to honor a Florida man’s power of attorney and paid a stiff price, but the case also raises the issue of the proper use of joint bank accounts in estate planning.

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