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Legacy Planning in an Election Year

Legacy Planning in an Election Year

Election year is officially under way and with it comes the slew of campaign ads, increasingly tense debates – both on television and on Facebook – and the knowledge that before year’s end, all of us will have to cast our votes. Regardless of your positions on the issues at hand, one thing is certain and that’s change.
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Respecting Caregivers

Respecting Caregivers

I have always had respect for caregivers. It is a difficult responsibility, requiring a great deal of sacrifice and dedication. Not surprisingly, it can also result in a lot of stress and, in many cases, financial as well as physical strain that can impact the caregiver’s own well-being. A recent study by the National Alliance for Caregiving and AARP showed me some of the numbers and really opened my eyes to how extensive the issue of caregiving actually is.
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How Technology Can Shape Storytelling

How Technology Can Shape Storytelling

Joe Sabia, head of development at Condé Nast Entertainment, gave a TED talk in 2011 about technology and storytelling. The takeaway is simple: stories haven’t changed all that much over the history of storytelling. How we tell them, on the other hand, changes constantly. Before the Internet, we kept our life stories in journals and letters, and we told stories to remember our loved ones. We assembled photo albums that were passed on from one generation to the next.
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Check Your Beneficiary Designations

Check Your Beneficiary Designations

I regularly urge readers to organize their estates and I’ve talked at length about including all assets in that planning, so I would be remiss not to mention an important piece of estate organization advice. Make a habit of periodically checking the beneficiary designations on your life insurance policies – as well as other financial accounts for which you may have beneficiaries. The reason for this is that these designations bypass your will. That means that the proceeds of the insurance are not controlled by your will but rather the beneficiary designation listed on your policy.
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Legacy Planning When You’re Young Is Smart Thinking

Legacy Planning When You’re Young Is Smart Thinking

You don’t have to reach middle age to start thinking about legacy planning. In fact, with the growing number of available digital assets and the growing utilization of these assets, the need to plan is becoming more important at a younger age.
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