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Beware of Scams at Tax Time
With tax season comes increased opportunity for identity thieves to take hold of your financial information through various scams. Tax season brings enough for you to worry about, and identity theft doesn’t need to be one of them. Brush up on some tips of how to protect yourself this coming tax season.
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A Look at Guardianship and Older Adults
Suppose an elderly family member becomes incapacitated and has made no arrangements for such a situation. Advance directives are legal instructions that express a person’s wishes regarding financial and health care decisions in the event that he or she becomes unable to make them. If incapacity occurs and there are no advance directives, is guardianship a viable option? Here are things to consider.
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October Is Cybersecurity Awareness Month – How To Protect Your Financial Information Online
October has been designated as National Cybersecurity Awareness Month, and as we head into the holidays, we thought it would be helpful to pass on a few best practices to help keep your information (and money) safe from prying eyes and ill intent.
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Is Your Student Budget-Wise?
Your child may soon be ready to take his or her first step on the journey toward independence: college enrollment. Here are steps you can take to help your student understand the college financial picture.
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12 Estate Planning Must-Dos
Most families already have estate documents, probably executed many years ago. You should have an estate attorney look over your documents and plan every 10 years or so. Here are a dozen points to review.
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Managing Personal Affairs after the Loss of a Loved One
The grief one feels when a spouse, parent, or other loved one dies is almost always overwhelming. The following is a basic checklist that can be used by survivors when dealing with the many issues that must be addressed.
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Choosing Your Place of Domicile
Your choice of domicile is important for two main reasons: 1) it can have serious ramifications for your estate plan; and 2) it also determines your liability for state income tax. Let’s look at the various things to consider when choosing your place of domicile.
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A Helpful Overview Of All Your  Digital Property and Digital Assets
Digital property (or digital assets) can be understood as any information about you or created by you that exists in digital form, either online or on an electronic storage device, including the information necessary to access the digital asset. All of your digital property comprises what is known as your digital estate and these should be known, stored, and communicated with family members. Here is a helpful overview of what can comprise your digital estate.
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