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Basic Estate Planning for Seniors

Basic Estate Planning for Seniors

Estate planning for seniors is critical in ensuring that oneโ€™s financial and healthcare wishes are carried out with integrity and care. As individuals age, assessing and implementing measures safeguarding assets, personal preferences, and family needs becomes vital....

BEL Workshop

๐ƒ๐จ ๐ฒ๐จ๐ฎ ๐ค๐ง๐จ๐ฐ ๐ญ๐ก๐ž ๐๐ข๐Ÿ๐Ÿ๐ž๐ซ๐ž๐ง๐œ๐ž ๐›๐ž๐ญ๐ฐ๐ž๐ž๐ง ๐Œ๐ž๐๐ข๐œ๐š๐ซ๐ž ๐š๐ง๐ ๐Œ๐ž๐๐ข๐œ๐š๐ข๐?๐–๐ก๐š๐ญ ๐ƒ๐จ ๐˜๐จ๐ฎ ๐๐ž๐ž๐ ๐Œ๐จ๐ซ๐ž ๐“๐ก๐š๐ง ๐‰๐ฎ๐ฌ๐ญ ๐€ ๐–๐ข๐ฅ๐ฅ?๐‡๐จ๐ฐ ๐ƒ๐จ ๐˜๐จ๐ฎ ๐๐ซ๐จ๐ญ๐ž๐œ๐ญ ๐˜๐จ๐ฎ๐ซ ๐€๐ฌ๐ฌ๐ž๐ญ๐ฌ?๐–๐ก๐š๐ญ ๐ƒ๐จ ๐˜๐จ๐ฎ ๐Š๐ง๐จ๐ฐ ๐€๐›๐จ๐ฎ๐ญ ๐Œ๐ž๐๐ข๐œ๐š๐ซ๐ž?๐’๐ก๐จ๐ฎ๐ฅ๐ ๐ˆ ๐†๐ข๐ฏ๐ž ๐€๐ฐ๐š๐ฒ ๐Œ๐ฒ ๐€๐ฌ๐ฌ๐ž๐ญ๐ฌ ๐“๐จ ๐๐ฎ๐š๐ฅ๐ข๐Ÿ๐ฒ ๐…๐จ๐ซ ๐Œ๐ž๐๐ข๐œ๐š๐ข๐?๐ƒ๐จ ๐˜๐จ๐ฎ ๐Š๐ง๐จ๐ฐ ๐“๐ก๐ž ๐ƒ๐ข๐Ÿ๐Ÿ๐ž๐ซ๐ž๐ง๐œ๐ž ๐๐ž๐ญ๐ฐ๐ž๐ž๐ง ๐„๐ฅ๐๐ž๐ซ ๐‹๐š๐ฐ ๐š๐ง๐ ๐„๐ฌ๐ญ๐š๐ญ๐ž...
Plan Ahead for Aging Alone

Plan Ahead for Aging Alone

An often-overlooked aspect of the aging process relates to those without close relatives.ย  According to a 2021 Census Bureau report, there are 22.1 million seniors living alone.ย  Furthermore, the trend has been growing in recent years.ย  The same report found 15.2...
Informal Estate Plans Bring Problems

Informal Estate Plans Bring Problems

Have you ever thought you could just skip estate planning documents? There are potential traps in trying to DIY your legal work. Often, clients think they have solved their division of assets (after their death) by making up an informal estate plan of their own...