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Does Talking with Heirs About Estate Plans Keep Families Closer?

January 3, 2025
Warren Buffet shared advice on discussing inheritance with children in a nearly 1,500-word letter.
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How Does a Special Needs Trust Work?

January 2, 2025
It’s common for parents of children with disabilities to worry about their childrens’ futures. However, one way they can provide support and give loved ones peace of mind is by creating a special needs trust.
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Avoiding Surprises and Complications in Your Estate Plan

January 1, 2025
Avoid surprises in your estate plan by addressing potential conflicts early. Open communication, clear beneficiary designations and tools like living trusts help prevent disputes and delays.
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Make Life Easier for Heirs: Get Your Estate Organized

December 30, 2024
It’s easy to put off doing many of these things. However, get them done, and your heirs will be thankful you did.
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Failing to Plan for Long-Term Care Is a Possible Mistake

December 29, 2024
How have you prepared for the future when it comes to long-term care? Have you considered future health and financial needs, and whether long-term care insurance may be a practical solution to avoid financial burden on your family?
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How Estate Planning Cares for Future Generations

December 27, 2024
Sound estate planning can help minimize tax liabilities, protect assets from creditors and maintain family harmony by reducing conflicts among heirs.
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How Does a Trust Work in an Inheritance?

December 26, 2024
Trusts should be in your estate plan if privacy is important to you. Most people don’t know their wills become public documents as part of probate.
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Is Your Estate Plan Ready for 2025?

December 25, 2024
While retirement policy is always in flux, the outlook shaping up for 2025 is particularly dynamic.
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Can You Revoke an Irrevocable Trust? What the Murdoch Media

December 23, 2024
Murdoch’s succession plan sheds light on whether an irrevocable trust can truly be changed, revealing key insights for estate planning.
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Legal Decision-Making for Seniors with Mild Cognitive Impairment

December 22, 2024
Seniors with mild cognitive impairment (MCI) can still make legal decisions. However, this may change. Early legal planning is essential to protect their autonomy as cognitive decline progresses.
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