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Estate Plans and the Rising Need For Elder Law and Advance Care Planning as We Age

May 17, 2024
Elder law attorneys help seniors protect their life savings for future generations and plan for long-term care by empowering individuals to navigate the journey of aging with dignity, security, and peace of mind.
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The Surprising Ways Trusts Future-Proof Your Estate Plan

May 16, 2024
In a season of economic unease, inflation, and changing state laws, strategies like trusts, trust protectors, and a clear purpose statement in your estate plan ensure that your assets and values transfer according to your wishes.
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Digital Life Lives on After You’re Gone- Unless You Plan Ahead

May 15, 2024
We all have a digital footprint that does not necessarily die with us. There are three things you should do to best prepare your executor, trustee or other personal representative to properly handle your posthumous digital affairs.
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Estate and Investment Planning Balances Short and Long

May 14, 2024
Strategic asset allocation and estate planning strategies hinge on carefully considering future financial needs. Today's volatile markets spotlight financial questions of how much and when you'll need to fund retirement to senior living and the time in between while preserving wealth for beneficiaries.
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Crummey Trusts: A Strategic Approach to Gifting for Your Children's

May 10, 2024
Learn how to qualify for the annual gift tax exclusion by maximizing the benefits of a Crummey trust. Understand withdrawal power and more.
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QTIP Trust: Understanding Qualified Terminable Interest

May 9, 2024
Learn how QTIP trusts can benefit your estate plan by providing for your surviving spouse and other beneficiaries. Understand how they work to maximize tax saving benefits.
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Estate Planning Checklist for 2024: A Comprehensive Guide

May 8, 2024
Estate planning is more than writing a will; it’s a plan to manage and distribute assets to your dependents. It documents your healthcare preferences, so a loved one decides on medical care according to your wishes. The National Council on Aging (NCOA) Adviser’s article, “Estate Planning Guide and Checklist for 2024,” offers a comprehensive overview of what to consider when planning your estate. This blog post distills the key points from the article and provides an actionable checklist for 2024. Understanding Estate Planning Estate planning organizes your affairs to fulfill your wishes after you pass away. It encompasses decisions about…
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Do I Pay Taxes on Wedding Gifts?

May 7, 2024
Even if you clearly don't owe taxes, you may have to report gift amounts should you give more than $18,000 in 2024 to a specific individual.
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Do You Need Conservatorship or Power of Attorney?

May 6, 2024
Several high-profile celebrities have recently sought a conservatorship for a family member including Jay Leno, his wife Mavis, and Cher for her son, Elijah Blue Allman, claiming they cannot adequately manage their affairs or make proper medical decisions.
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Wendy Williams’ Guardianship

May 4, 2024
In 2022, the 59-year-old was placed under temporary financial guardianship after her bank, Wells Fargo, claimed in a New York court that she was an ‘incapacitated person’ and the ‘victim of undue influence and financial exploitation,’ according to The Hollywood Reporter.
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