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Providing Financial Oversight for a Loved One

In the same way that banking and paying bills can become more challenging with age, accidents or sudden illness can cause incapacitation at any age, creating similar challenges.¬†Incapacity is not just about mental cognition, accident, or illness. You may have…

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What It Means to Be a Fiduciary

You may be asked to act as power of attorney for a family member or friend. Perhaps your person is preparing for a time when they won't be able to manage their affairs. Suppose they become disabled or incapacitated, and…

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Planning For Surviving Spouses

When you lose a spouse or long-term partner, it can be difficult to think beyond your grief. Nevertheless, you need to understand that important and timely decisions must be made regarding your financial situation and personal estate planning. To be…

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