senior couple shovelling snow outside their home

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Is probate an inevitable cost for a surviving spouse?

Sandra and her husband have lived in their principal...

Is probate an inevitable cost for a surviving spouse?

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Downsizing vs reverse mortgage: which option is right for you?

Depending on your age, where you live currently and...

Downsizing vs reverse mortgage: which option is right for you?

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Unique ideas for your last will and testament

A straightforward will can work well for many people...

Unique ideas for your last will and testament

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Creating your will: a guide for couples

Financial pros share tips for getting on the same...

Creating your will: a guide for couples

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The power of a last will and testament: How your final wishes can make an impact

You can use bequests—possessions, sums of money and percentages...

The power of a last will and testament: How your final wishes can make an impact

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Is a reverse mortgage right for you?

Drawing on the equity in your home, a reverse...

Is a reverse mortgage right for you?

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Is this couple on track to leave their 3 kids an inheritance?

Bob and Janet are DIY investors seeking advice on...

Is this couple on track to leave their 3 kids an inheritance?

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Should you consider using joint accounts to avoid probate?

Would listing Laurel as her aging mother’s joint account...

Should you consider using joint accounts to avoid probate?

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Using life insurance to leave your kids an inheritance

Like a reverse mortgage, you would borrow against the...

Using life insurance to leave your kids an inheritance

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