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5 Ways to Update Your Estate Plan After a “Gray” Divorce

Deciding to end a marriage as an older adult is increasingly common. If your marriage ended later in life, you could be part of the “gray” divorce trend. AARP reports that Baby Boomers, those born between 1946 and 1964, are the generation with the highest...

AI and Obituaries: Did AI Write This Death Announcement?

For many, obituaries play an essential role in mourning. They notify community members of a person’s passing and pay tribute to their life. While the practice of sharing death notices originated in ancient Rome, modern obituaries developed in the 1930s and...

Financial Planning: High-Net-Worth Wealth Transfer to Heirs

The great wealth transfer is underway in America. Through 2045, Baby Boomers will pass down assets worth roughly $84 trillion to Gen Z, Millennials, and Gen X. What constitutes a high-net-worth (HNW) inheritance? In the United States, that number averages nearly...

Securely Storing Your Legal Documents

Among your key estate planning documents are your will, living wills, powers of attorney, and medical directives. Securing these somewhere your survivors can easily access them is crucial. Consider storing other information, like birth certificates, marriage licenses,...

Should a Special Needs Trust End If Beneficiary Recovers?

Not all disabilities are necessarily permanent. Take, for example, Talonda Mulgrew, who sustained a traumatic brain injury at age 16. Her loved ones assumed that her resulting disabilities would persist for the rest of her life. Talonda’s family established a...

Will I Lose My Disability if I Work Part-Time?

According to the Center on Budget and Policy Priorities, 7.4 million people received Social Security Disability Insurance (SSDI) payments in 2023, including 89,000 spouses and 1.1 million children. SSDI supports workers who develop disabilities before they retire, as...