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How Does New Tax Law Impact Estate Planning?

September 9, 2025
The OBBBA brings several taxpayer-friendly provisions into law, including raising the estate and gift tax exemption, a temporary increase to the cap on SALT deductions and enhancements to the QSBS rules.
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Can a Bank Refuse a Power of Attorney for My Elderly Parent?

September 8, 2025
Financial institutions may deny a valid power of attorney. However, understanding your rights can help prevent costly disruptions in care.
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How a Loved One Qualifies for Medicare Home Health Benefits

September 7, 2025
Medicare only covers home health care for those who meet strict, complex eligibility guidelines.
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How Blended Families Manage Estate Planning

September 5, 2025
This summer’s passing of Ozzy Osbourne was mourned by heavy metal fans and caught the attention of estate planning attorneys for lessons about how wealth is distributed among members of a blended family. Whether you liked his music or not, Osbourne left an estate estimated to be worth $230 million plus future royalties, reports a recent article from Think Advisor, “What Wealthy Families Can Learn From a Rock Star’s Estate.” There’s no estate battle for now. However, only time will tell if the Osbourne family faces issues like those of many blended families. There’s no simple playbook for these situations,…
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Choosing the Next CEO of Your Business

September 4, 2025
Selecting the right successor is key to preserving your company’s values, direction and long-term viability.
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Estate Planning for Bitcoin Inheritances: What You Need to Know

September 3, 2025
This starting guide is for those planning their estate, inheritors and executors, anyone who might one day be responsible for figuring out what to do with digital wealth that doesn’t sit in a bank account.
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How to Claim Missing Retirement Benefits

September 1, 2025
Thousands of Americans have unclaimed retirement funds sitting in dormant accounts they’re unaware of. Learn how to find your own missing retirement benefits.
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Choosing a Nursing Care or Assisted Living Facility

August 31, 2025
Selecting the right care setting can help ensure that your loved one receives needed support, while preserving dignity and safety.
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How does Estate Planning Works for Blended Families?

August 30, 2025
With blended families, a detailed examination of assets, strategic planning and transparent communications are needed to build a plan that satisfies all parties.
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Estate Planning for People Living with Chronic Illness

August 29, 2025
Juggling modern families, demanding careers, shifting politics, doctors' appointments, insurance paperwork and copays, and everything society throws at us is already a full-time job.
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