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What Do I Need to Know Before I Agree to a Guardianship?

July 20, 2023
What you should consider before you agree to be responsible for an incapacitated loved one...
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What Strategies Minimize Estate Taxes?

July 19, 2023
With 2022 bringing very little change to trust and estate law, 2023 remains a prime opportunity to take advantage of the favorable tax landscape.
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What Is a Qualified Disability Trust?

July 18, 2023
A qualified disability trust (QDisT) is a special needs trust that qualifies for a federal tax exemption.
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Why It’s Important to Update Your Estate Plan

July 17, 2023
It is a common misconception that once the estate plan is prepared and executed, it does not require any further attention.
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How Can I Relieve My Family’s Stress When I Die?

July 16, 2023
In this article, we discuss seven specific ways that you can make life easier for your loved ones after you die.
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What Do I Do If I’ve Lost an Important Document?

July 14, 2023
The word ‘paperwork’ has become an anachronism; most legal and business documents today are created, signed and stored digitally. However, a few actual pieces of paper remain vitally important to keep.
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Will Living by the Golden Arches Give Me a Stroke?

July 13, 2023
Many older Americans live in areas referred to as "food swamps," a study finds.
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Why You Need to File an Estate Tax Return

July 12, 2023
The estate tax is a one-time tax due nine months after someone dies, if their assets reach a certain threshold.
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What Should I Do Now for a Successful Business Succession?

July 11, 2023
If there’s one thing that’s certain, it’s life’s uncertainty. While we all hope for the best, as a business owner, it’s important to be prepared for anything. Having an answer to life’s curveballs can help you stay in business, ensure that your legacy lives on, and that your business partners and family are taken care of.
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What Three Things Do People Overlook on Estate Planning Benefits?

July 10, 2023
The main reason to plan your estate is to make sure that your wishes are followed after you are gone.
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