News & Resources: Blog

How to Handle the Death of a Family Member Without a Will

COVID-19 has made Americans more aware of the importance of having a will, a living will, and perhaps even a living trust. Still, this knowledge is not translating into estate planning action. No matter your age or asset level, having a will is beneficial. According to a recent survey, nearly 33 percent of Americans have […]

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Being a Financial Guardian for a Loved One

Banking and payment of bills can become more difficult with age, but incapacity by accident or illness can strike anyone at any age, posing the same challenges. Incapacity is not just about mental cognition, accident, or illness. You may have a loved one who cannot drive themselves to the bank or has a distinct visual […]

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