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Protecting Your Business with Life Insurance

Business owners need a plan to protect their company’s financial future in the event of unexpected loss, and life insurance is a critical tool for ensuring stability.
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Special Needs Planning for Loved Ones with Autism

National Autism Acceptance Month observed in April helps bring awareness to the needs of individuals with autism so that through proper planning, they receive lifelong support, financial security and legal protection, while maintaining their independence.
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How to Get Power of Attorney for My Parents?

Securing a power of attorney for your aging parents ensures that their financial and healthcare decisions are managed according to their wishes if they become unable to do so themselves.
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Do You Need a Trust?

A trust can provide financial protection, privacy and flexibility in estate planning. However, it’s not the right estate planning solution for everyone.
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Can I Transfer My Medicaid Benefits to Another State?

Medicaid coverage does not automatically transfer between states—relocating requires careful planning to avoid lapses in healthcare benefits.
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Timeshares are One of the Worst Assets to Inherit

Inheriting a timeshare often comes with financial burdens, ongoing fees and legal complications that heirs may not anticipate.
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