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Will You Have Options After a Crisis Hits?

I recall meeting with a heartbroken couple facing an aggressive, terminal diagnosis for one of them.  There was little time left.  From that meeting I headed to a health care facility to review estate documents with a man recovering from a serious health condition. ...

The “Other” Costs of Failing to Plan

I often meet with a widow or widower still grieving over the loss of a spouse. This time is obviously difficult for them. Unfortunately, it often becomes much more difficult for reasons that could so easily have been avoided. If a couple has an effective estate plan...