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Transfer Your Home to Your Children

November 20, 2022
Transferring a home to adult children is not quite as easy as giving them the keys and letting them move in. No matter how you do it, the taxman wants his cut, whether through estate and gift taxes or those for property and income, both federal and state.
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Top 10 Success Tips for Estate Planning

November 19, 2022
Estate planning is one of the most important steps you can take for yourself and your loved ones.
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Is it Important to have an Estate Plan?

October 29, 2022
Estate planning is not just for affluent individuals. While good estate planning can lead to desirable financial outcomes under the right circumstances, estate planning in its most basic form involves implementing the legal steps and directives that are necessary to ensure that your health and your assets are managed properly in the event of incapacity and death.
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Same-Sex Couples & Family Protection

October 25, 2022
For married same-sex couples, a marriage license may soon no longer be enough to protect their union.
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Do You Need a Power of Attorney?

October 24, 2022
When it comes to a power of attorney document, you don't seem to need it – until you suddenly, desperately do.
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What are 4 Mistakes in Estate Planning?

October 17, 2022
Establishing an estate plan is extremely important. As life changes, it is necessary to update your plan to fit new circumstances.
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ABLE Account or a Special Needs Trust?

October 16, 2022
As government programs do not cover all expenditures related to these categories, ABLE accounts can be used to pay for shortfalls.
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Antioxidants to Lower Dementia Risk?

October 15, 2022
Can eating the right foods help lower your risk of dementia? A recent study suggests that tantalizing possibility.
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What Assets are Not Part of an Estate?

October 13, 2022
In presentations regarding essential actions individuals should take regarding inheritance, emphasis is usually placed on drafting a will. This leaves unanswered what happens to assets that do not pass by will —so called non-probate assets.
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Medicaid Crisis Plans for LTC Costs

October 12, 2022
In general, estate planning is a practice that requires forward thinking. However, sometimes estate planning must occur in the midst of a crisis.
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