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Estate Planning for Blended Families

April 9, 2024
Discover essential estate planning tips for blended families! Ensure fair asset distribution and protect your loved ones with these valuable strategies.
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How to Protect Your Spouse when Diagnosis Is Dementia

April 7, 2024
I have been diagnosed with brain damage and dementia. Word to the younger folks: I woke up last year and suddenly could not spell or write legibly. No warning. No symptoms.
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How Does an Estate Plan Address Young Beneficiaries?

April 6, 2024
Minor children and young adult beneficiaries in particular need more specialized provisions to protect both the assets and the beneficiaries.
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Estate Planning after a Divorce: What You Need to Know

April 5, 2024
Divorce significantly affects your estate plan. Therefore, it's crucial to take timely action to revise it. If you're going through a divorce or have recently finalized one, it may be time to review and update your estate plan.
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Do You Know How to Probate an Estate?

April 2, 2024
You might have a job or just have retired, and you learn suddenly that your Great Aunt Lucy died and named you executor of her will. How hard could it be you ask to resolve an estate by yourself without professional advice or a competent professional beside you?
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What's the Difference between Medicaid Planning and Estate Planning?

April 1, 2024
Understanding the differences between Medicaid planning and estate planning is crucial for anyone looking to secure their financial future and ensure that their healthcare needs are met in their later years. While each serves distinct purposes, they are often interconnected, requiring careful coordination to achieve your overall planning objectives. Learn more about how you can protect your assets, ensure access to necessary care and leave a legacy for your loved ones.
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Navigating Life's Uncertainties: The Importance of

March 31, 2024
The story of musician and co-founder of the Beach Boys, Brian Wilson, and the need for his family to file for conservatorship is a reminder of the importance of early estate planning.
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Asset Protection Trust: Secure Your Wealth and Future

March 30, 2024
Will an asset protection trust protect your assets from creditors, lawsuits, or other financial risks? If you're considering an asset protection trust or want to learn more about how it can fit into your estate plan, this article will guide you to the next step.
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What are the Important Steps in the Estate Planning Process?

March 29, 2024
An estate plan lays out how you want your assets handled at your death or when you’re physically or mentally incapacitated. No wonder most people procrastinate creating one.
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What Is the Purpose of a Living Trust?

March 28, 2024
A living trust (also called a revocable trust or revocable living trust) can be beneficial to a much broader group of Americans than most people expect.
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