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Estate Planning and the Business Side of Hugh Hefner

March 11, 2025
When America's original playboy, Hugh Hefner, passed away in 2017, he left behind more than just an iconic brand—he also left a carefully structured estate plan designed to preserve wealth, maintain control and impose discipline on his heirs.
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Consider a Post-Nuptial Agreement for a Gray Marriage

March 7, 2025
Later-in-life marriages bring unique financial and legal challenges. A post-nuptial agreement can protect both spouses, while preserving family assets and expectations.
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Irrevocable Life Insurance Trusts for High-Net-Worth Estate

March 6, 2025
An irrevocable life insurance trust (ILIT) protects high-net-worth estates by reducing tax liability and ensuring a structured transfer of wealth.
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What Does a Special Needs Trust Pay?

March 4, 2025
A special needs trust protects assets, while preserving eligibility for government benefits. However, spending must comply with legal guidelines to avoid jeopardizing support.
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Can Medicaid Take My Home?

March 3, 2025
Medicaid estate recovery can place a home at risk after the recipient’s death. However, proper planning can help protect family property.
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Long-Term Care Planning for Aging Parents

March 2, 2025
Planning for long-term care ensures that your aging parents receive the support they need, while protecting their financial security and preserving family peace.
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What If a Beneficiary Dies Before Receiving an Inheritance?

February 26, 2025
When a beneficiary dies before receiving their inheritance, estate distribution can become more complicated. Understanding succession rules, will provisions, and probate laws ensures that assets are transferred as intended.
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Why Cryptocurrency Ownership Demands Estate Planning

February 25, 2025
While the focus tends to be on the growth of the asset class and opportunities to prosper, for many cryptocurrency investors, more attention must be paid to transferring assets to loved ones and protecting the store of wealth from unfounded and frivolous lawsuits.
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More Than Half of American Seniors Will Need Long-Term Care

February 23, 2025
With an aging population and rising healthcare costs, over half of American seniors are projected to require long-term care, creating financial and emotional challenges for families.
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Using Qualified Domestic Trusts (QDOTs) to Protect Non-Citizen

February 22, 2025
Qualified Domestic Trusts (QDOTs) help ensure that non-citizen spouses can inherit assets, while minimizing estate tax liabilities and maintaining financial security.
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