President Biden’s Student Debt Relief Plan Explained with FAQs

This August, President Biden, Vice President Harris, and the U.S. Department of Education (DOE) announced a three-part plan to help low and middle-income families deal with the increasingly burdensome cost of paying for college, while also making the student loan system more
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What You Need to Know About Collecting Life Insurance Proceeds

If you’re looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the emotional period immediately following a loved one’s death, it can feel as if your entire world is falling apart, so it’s helpful
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Protect Your Aging Loved Ones from Undue Influence

Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they were expecting, and that the deceased instead left most of their estate to an individual they only recently met, who
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What Your Last Will and Testament Will (and Will Not) Do – Part 2

August is “National Make-A-Will Month,” and if you’ve already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, according to Caring.com’s 2022 Wills and Estate
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3 Critical Considerations for How to Save for Your Child’s (or Grandchild’s) College Education – Part 2

If you’ve started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an irrevocable trust.  Last week, we discussed 529 plans and education savings accounts, which are both popular
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