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A Mother’s Day Legal Planning Guide

Three generations of women celebrate Mother's Day and discuss estate planning.

Mother’s Day is a time for celebration, reflection and maybe a moment to talk about the hard stuff. As our parents age, many of us find ourselves navigating unfamiliar territory: future care, legal paperwork, long-term care expenses and awkward but necessary conversations about estate planning. But planning for the future doesn’t have to be grim […]

Mothers Need More Than Flowers

Mother with two adult daughters for Mother's Day.

Women were already more likely to experience the stressors of “sandwich generation” caregiving – providing assistance to a parent, while raising children.  Women are more likely than men to withdraw partially or fully from the workforce when caregiving demands are high – negatively impacting their career advancement and retirement savings.

What are Top ‘To-Dos’ in Estate Planning?

estate planning to-dos

The biggest misconception people have about estate planning is that “they are not that old and can do it later,” say almost half (49%) of advisors in a recent Key Private Bank Advisor Poll on estate planning. Yet, the majority (73%) of advisors say the ideal age to start putting an estate plan in place is before 40—earlier than many people think.

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