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Archive :
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The Estate Planning Documents Clients Need At Every Life Stage
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A practical guide to what they need, and when
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When Clients Ask for a Simple Estate Plan
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Helping families understand the tradeoffs.
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Put It in Writing
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Talk about documenting who’s going to be in charge when you can’t be.
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Do I Have to Leave Equal Shares of the Inheritance
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We spent time with my oldest and youngest stepchildren’s families, but rarely saw the middle son.
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5 Conversations to Have With Your Aging Parents
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Many families put these talks off. But having them now can lead to better care later.
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Five People in Their 60s, 70s, and 80s Share How They Plan to Age at Home
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Remaining at home as you age requires some planning.
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No one wants to talk about death, but you need to anyway
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It’s important to have advance directives for healthcare on file. The subject may be unpleasant, but it’s better than having a loved one make a life-or-death decision in the ICU.
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Key Estate Planning Documents for Seniors
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Financial planner Darcie Guerin emphasizes the importance of having essential documents in order, especially for older clients.
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Advanced Health Care Directive - Blank form
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Advanced Health Care Directive including power of attorney for healthcare decisions – Blank form
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