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A Legacy Plan for Your Pets

A Legacy Plan for Your Pets

Since our pets have shorter life spans, we don’t typically think about outliving them. But it does happen. It is estimated that between five and seven million companion animals end up in animal shelters due to the death of their owners. For some pets, they are lucky to be surrendered to a no-kill shelter and will live out the rest of their lives with good care. Unfortunately, another nearly three to four million of them end up being euthanized (60 percent of dogs; 70 percent of cats) when new homes can’t be found.
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The Advisor Dilemma

The Advisor Dilemma

Disruptive innovation is happening all around us. And with the advancement of artificial intelligence (AI) and robotics, the future for us humans can start to look as dystopian as some of the darker science fiction movies (think “Blade Runner” and “Terminator”). But there is a light at the end of this tunnel. Humans want and need to interact with other humans and that includes human advisors. They just don’t seem to realize the true value because they have a misunderstanding of what a financial advisor does. And, thanks to the Internet and other digital technologies, many consumers think they can do it themselves.
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The Importance of Legacy Planning for Women

The Importance of Legacy Planning for Women

You know I believe legacy planning is important for every adult who has any assets (and I don’t mean only money). You probably have personal property. You probably have memories of how life was when you were a child or life situations that should be shared. You could get ill or incapacitated and will need someone to make decisions for you. And, yes, no matter what – you will die. These reasons apply to just about everyone – male or female. But there are actually some specific reasons women should be part of planning decisions or, if they are single, should have their own plans:
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