Estate Planning

June 23, 2022

Estate Settlement: What You Need to Know

You must consider certain criteria when you need to select an executor for your estate, or accept the responsibility yourself as a…

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June 16, 2022

Getting Your Partner to Talk About Estate Planning

Your spouse or life partner must be actively involved in your estate planning. Before meeting with an estate planning attorney, it is…

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June 9, 2022

The Medicaid Program: Looking Back Without Penalties

Planning for long-term care is important because nearly everyone will require it at some point in their lives. While we cannot predict…

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June 2, 2022

You Can Provide Income to Your Heirs From Charitable Trusts

A charitable trust is an irrevocable trust that provides income to heirs while benefiting you or a charity. If you are philanthropically…

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May 26, 2022

Your Personal Possessions Play a Significant Role in Your Memories

Imagine your estate plan is ready to go. Your estate plan will help you take care of your home, investments, and savings,…

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May 19, 2022

A Lifetime Money Management System for Special Needs Children

For estate planning, special needs children present a unique challenge. Optimizing your estate to use, enhance, and enrich assets for your special…

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May 5, 2022

When Planning an Estate, Avoid These Six Mistakes

Planning your estate will protect your assets, interests, and loved ones after you pass away. Sadly, many individuals make costly mistakes without…

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April 21, 2022

Planning for the Generational Wealth Transfer

Planning ahead is important for securing a legacy that will remain for future generations. There are always generational differences of opinion as…

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April 14, 2022

How Life Insurance Is Involved With Estate Planning

Initially, life insurance may seem to have no bearing on how your assets should be handled in an estate plan. However, life…

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March 31, 2022

Probate Can Be Disrupted by Creditors

In a will, the personal representative (executor) specifies that the date of death of the testator must be publicized, typically in a…

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