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278 items found for "financial fraud"

  • Answer These Legacy Questions

    A “durable” power of attorney will act as your agent, making medical and/or financial decisions for you know how to find all required information, including passwords, to access your online accounts—your financial can review your estate goals to make certain your legacy intentions are consistent with your overall financial

  • Come On, Do I Really Need a Will?

    However, there are some financial advisers that now say many Americans might not need a will.

  • Ways for Grandparents to Fund Their Grandkid’s College

    talk to your grandchildren’s parents, as your plans might have unintended consequences for the kids’ financial If they inherit the money outright, it’ll also affect financial aid because funds in the child’s name will be considered when financial aid packages are offered by prospective colleges.

  • Moving Overseas? Plan Ahead.

    issued some time ago, can usually be kept when you move overseas—but you may see some currency risk and financial

  • Ways for Grandparents to Fund Their Grandkid’s College

    talk to your grandchildren’s parents, as your plans might have unintended consequences for the kids’ financial If they inherit the money outright, it’ll also affect financial aid because funds in the child’s name will be considered when financial aid packages are offered by prospective colleges.

  • Is a Living Trust for Me?

    then schedule in-home appointments with audience members, during which he or she will gather extensive financial anyone who uses high pressure sales tactics, including fear, to get you to use any legal document or financial

  • How’d that Valentine Gift Work for Ya This Year?

    or your children have a list of your bank accounts, your estate planning attorney, CPA, banker, or financial Is there a list of your heirs and who has financial powers available?

  • Singles are People Too and Need to Save for Retirement

    Healthcare costs in retirement can be a significant financial hardship. While being single might be some disadvantage financially, you do have the opportunity to take control of your finances—you have the option to invest your money as you see fit.

  • Celebrity Estate Planning Leaves a Lot to Be Desired

    beginning: you need to regularly update your estate planning documents and beneficiaries when your financial

  • Singles are People Too and Need to Save for Retirement

    Healthcare costs in retirement can be a significant financial hardship. While being single might be some disadvantage financially, you do have the opportunity to take control of your finances—you have the option to invest your money as you see fit.

  • Don’t Delay: Talk about Alzheimer’s During the Holidays

    for caregiving, the potential for its significant expense, as well as the risk that someone will take financial A good first step is to speak with an elder law attorney to examine your loved one’s will and financial Medicaid “look-back rules” on the transfer of financial assets can be complex, and understanding them

  • Practicing Your Estate Plan Makes Perfect

    To simplify the organization process, some use software that aggregates all of their financial data, including digital copies of their estate documents, giving them access to all of the financial and estate

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