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The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Submitted by Sims Investment Management, LLC on November 5th, 2020

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start.

Cash Flow

Tags:
  • Estate Planning
  • Long Term Care
  • Retirement
  • wealth
  • Wills
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Establishing Goals for Your Estate Plan

Submitted by Sims Investment Management, LLC on April 28th, 2016

Most people think estate planning is only for wealthy people.  Certainly, the 55% of Americans who died without a will thought so, even though all of their estates ended up in probate court subject to the laws of the state.  Sadly, the surviving families were thrust into a situation that resulted in unnecessary distress, expense and, for many of them, devastating financial consequence

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  • Estate Planning
  • Probate
  • Wills
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