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What is the Purpose of a Blind Trust?

August 15, 2023
Trusts can be used to hold assets for a beneficiary, and you may hear about them when carrying out estate planning or evaluating strategies to pass investments to heirs.
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When Is a Trust a Good Idea?

August 14, 2023
Setting up a trust is one way to transfer wealth to a loved one and create financial stability for them.
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What About HIPAA Authorization?

August 13, 2023
HIPAA stipulates that there has to be a written authorization for every use or disclosure of PHI not required or permitted by the Privacy Rule.
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Can a Smart Patch Detect Alzheimer’s and Parkinson’s?

August 12, 2023
Scientists have developed a ‘smart patch’ device they claim can detect neurodegenerative diseases, like Alzheimer’s and Parkinson’s, within minutes.
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Do Joint Accounts With Rights of Survivorship Work?

August 11, 2023
Joint accounts may seem like an effective way to prepare if parents need help with finances as they get older, but unexpected problems could crop up.
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What Legal Documents are Needed in an Estate Plan?

August 10, 2023
While legal documents may seem obtuse and difficult to understand, they are crucial for estate purposes.
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What You Need to Know When Making Your Will

August 9, 2023
While many people think that estate planning is only for the wealthy, experts say that’s not the case.
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Estate Planning Considerations for Minor Children

August 6, 2023
When preparing estate planning documents, certain beneficiaries may need more protection than others. One particular class of beneficiaries that needs to be intentionally considered is minor children.
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How Does an Irrevocable Life Insurance Trust Work?

August 5, 2023
Life insurance is often a cornerstone of a comprehensive estate plan, particularly when an estate consists of largely illiquid assets.
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IRS Announces New Lifetime and Gift Tax Exemptions

August 4, 2023
The Internal Revenue Service Today announced new inflation-adjusted limits for 2023 that will allow well-off individuals to transfer much more to their heirs tax free during life—or at death.
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