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Medicare

What Do I Need to Do During Medicare Open Enrollment?

It’s hard to escape the Medicare ads that fill the airways each fall, when insurance companies vie for beneficiaries’ attention during the annual open enrollment period. Running from Oct. 15 through Dec. 7, this period is when the more than 63 million Medicare beneficiaries can pick a new Medicare Part D drug plan, a new Medicare Advantage plan, or switch from Original Medicare into a Medicare Advantage plan or vice versa.

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Federal Estate Tax Exemption

What Is Probate?

The probate process gets a bad reputation, but it’s the reality many families will face. It is a process that can function well for some small estates.

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Life Estate

What is a ‘Property Trust’?

Trusts are useful financial tools, often used for the purpose of planning an estate. A trust is essentially a legal framework into which ownership of assets can be placed. These assets can include financial products like stocks and bonds, or it can include real physical property, like land, jewelry or vehicles.

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