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Should I Use a Will or a Trust for My Estate Planning?

September 24, 2026
If you’ve been thinking about estate planning, you may be wondering whether a trust or a will is better.
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Your 2026 Estate Planning Checklist

September 22, 2026
Estate planning is crucial and now is a stable time to act.
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Medicaid's Home Equity Cap Is Changing in 2028: Plan for It Now

September 21, 2026
Upcoming changes to Medicaid's home equity limits could affect long-term care eligibility for some homeowners. Planning ahead may provide more options and help families avoid unnecessary surprises when applying for benefits.
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Help Elderly Loved Ones Avoid Nursing Home Injuries

September 20, 2026
Moving into a nursing home should improve an older adult's safety and quality of life. Understanding common injury risks and taking an active role in a loved one's care can help families reduce preventable harm.
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A Family Tragedy Shows Young Adults Need Estate Planning

September 19, 2026
Estate planning is often viewed as something for retirees. However, unexpected tragedies can happen at any age. Creating a few essential legal documents early in adulthood can provide important protections for both young adults and their families.
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Estate Planning Disasters and How to Avoid Them

September 16, 2026
Even a well-intentioned estate plan can create confusion, conflict and unnecessary expense when important details are overlooked. Recognizing common planning mistakes can help protect your assets and make the future easier for the people you love.
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The Three Pillars of Successful Estate Planning

September 12, 2026
Strong estate plans are built on more than a will alone. Protecting your family and your legacy requires a thoughtful approach that addresses lifetime planning, asset distribution and future uncertainty.
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Estate Planning for an Heir Facing Mental Health Struggles

September 11, 2026
When an intended heir struggles with mental health challenges, leaving an inheritance outright may not always provide the protection a family hopes to create. Thoughtful estate planning can help preserve financial resources while supporting the beneficiary's long-term well-being.
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How Does a Medicaid Asset Protection Trust Work?

September 10, 2026
A MAPT, after a five-year look-back period, may help someone avoid selling a home to pay for long-term care.
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What Is a ‘Suspect Class’ Conflict and Is it Enforceable?

September 9, 2026
Imagine Romeo and Juliet as a probate case with two lovers from families with long-standing, deep-seated animosities. Romeo’s parents, from the House of Montague, are concerned about their legacy.
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