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Basic Estate Planning

With Steven Malach, Partner and Attorney, Lipson|Neilson

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Steve Malach, Partner and Attorney at Lipson|Neilson, discusses the specifics of wills, trusts, medical and financial power of attorney, guardianships and conservatorships, and the unavoidable...

What Is Retirement?

With Dr. Morley Glicken, Executive Director of The Institute for Personal Growth

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Are you ready for retirement, and have you planned accordingly? The importance of financial and mental preparedness before retirement is crucial, according to Dr. Morley Glicken, the Executive...
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Smart Estate Planning

Smart Estate Planning

Karen Schultz-Tarnapol

Karen Schultz-Tarnopol, founder of Heirloom Consultants, leads us in a discussion of the issues that families face after a loved one passes away.  Selling a house, getting rid of belongings and various estate issues are covered in this interview.  Karen is also involved in divorce situations where documents have to be properly handled to help transistion to the next chapter of life.

https://www.heirloomconsultants.com

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