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Estate planning is a difficult topic for families. However, it’s an important conversation to have. The best approach is to try and understand what you can do to help your loved ones prepare their estate plan or help them better receive it. Below are a few tips to include in your plans.

Everyone wants to be sure their assets land in the right hands after they die, and that their healthcare needs are being met. But, LGBTQ+ couples have unique situations that require extra planning.

The recent struggles with inflation began in 2021, on the heels of the Covid pandemic. While persistently high inflation is hardly cheerful news, a set of annual adjustments from the IRS that are tied to an inflation index could provide relief in one unexpected area — taxes.

The passing of a loved one is a stressful time for anyone. Add an inheritance into the mix and relationships between family members can add even more stress.

Financial planning for retirement normally includes some travel and more time to be social with friends.