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    What Is a Contingent Beneficiary?

    When making a will, you’ll work with an estate planner to designate those who will inherit from you. The persons (or entities, such as a charity) you choose are the beneficiaries of your will.

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    Blended Families and Wills in Estate Planning

    Estate planning for blended families is key to a smooth inheritance process, especially since probate rules and intestate succession law do not treat step and biological children the same when it comes to inheriting.

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    Gift of Home Equity: What It Is and How it Works

    More and more elders are choosing to pass on their wealth to heirs while they’re still alive. The growing popularity of “giving while living” comes as good fortune for the many young people who are currently unable to afford a home.

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    Why Trusts Are Important Estate Planning Tools

    Trusts can offer many benefits, including allowing assets to pass directly to beneficiaries and charitable organizations without going through probate, minimizing taxes, and protecting your legacy from creditors.

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    How Life Insurance Is Involved in Estate Planning

    Life insurance can be an integral and important part of a well-drafted estate plan. There are numerous benefits to owning a life insurance policy aside from providing a large sum of money to beneficiaries.

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    Is “Aging in Place” Right for Me?

    For those who wish to maintain their independence and continue living at home as they grow older, taking certain steps to protect their physical, mental, and financial welfare is essential.

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    Notarizing Documents for Seniors With a Dementia Diagnosis

    An Alzheimer’s or dementia diagnosis can be a challenging journey for the person and family alike. When the diagnosis occurs, a ticking clock begins on the timeline for getting proper and sound notarizations done for crucial legal documents.

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    Notarizing Documents for Seniors With a Dementia Diagnosis

    An Alzheimer’s or dementia diagnosis can be a challenging journey for the person and family alike. When the diagnosis occurs, a ticking clock begins on the timeline for getting proper and sound notarizations done for crucial legal documents.

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    Understanding Nursing Home Arbitration Agreements

    A part of long-term care planning can include finding the right nursing home facility for yourself or your loved one. When you are searching for the right nursing home, you may find yourself sifting through piles of paperwork, and in that mountain of documents can be an arbitration agreement.

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    What Are Veterans Death Benefits?

    Although death benefits are available to veterans, as well as their families and veterans who did not engage in combat, less than half of those who are eligible for death benefits use them.

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