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June Planning Items

Protect your Family with an up to date and complete Estate Plan You’ve packed sunblock and a beach novel. You’ve planned your itinerary and bought plane tickets. But have you ensured that your estate plan is up to date? Don’t leave home without making sure your financial health and the future of your loved ones is provided for. It’s even more crucial than getting a pet sitter and locking the front door. Creating an Estate Plan If you don’t have
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6 Steps to Help Protect a Loved One from Financial Elder Abuse

Financial elder abuse – defined by the National Committee for the Prevention of Financial Elder Abuse as the illegal or improper use of an elder person’s funds, property or resources – can take numerous forms and will cost seniors billions of dollars each year. Its impact on an elder person’s emotional, physical and financial health – and thus longevity – can be significant and long-lasting. To help protect an aging loved in your life, consider starting on the following six
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