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A Medigap policy or a Medicare Advantage Plan could help provide more stability for health-care spending during retirement.
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A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.
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A new term life insurance policy can be quite expensive as people age. Survivorship life insurance may be a more cost-effective solution.
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The New Year might be a good time to review and update beneficiaries on estate documents, insurance policies, and financial accounts.
