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Learn how to plan for retirement after 50 with these 10 essential steps. From estate planning to long-term care, protect your future and build a lasting legacy with confidence.

What Legal Documents Does My 18-Year-Old Need? When your child turns 18, you lose automatic access to their medical and financial information—even in an emergency. In this post, we break down the essential legal documents every young adult should have, from HIPAA forms to powers of attorney, so you can stay prepared and support them as they step into adulthood.

Maggie Schneider Huston's Newsweek story highlights the challenges of ensuring a loved one’s end-of-life wishes are respected.

You are probably already aware of the tax benefits from donating to charity during your lifetime—donations to charity are tax-deductible....

When it comes to legacy planning, wills and trusts are two of the most commonly used legacy planning tools, and are usually the...

It's hard to foresee how your loved ones will act when you die or become incapacitated, no matter how well you believe you know them....

Do images of elegant homes and yachts come to mind when you hear the words "trust fund"? A trust fund - or trust - is an useful estate...