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Estate Essentials Before Passing

January 20, 2023
Since we’re all going to die (yes, even those of us who are still in our 20s!), we might as well make things easier for the loved ones who, along with grieving our loss, will have to deal with the financial and logistical pieces of our lives.
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Why Put Money in a Trust?

January 19, 2023
Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.
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Spouses and Long-Term Care Insurance

January 18, 2023
Long-term care insurance helps pay for healthcare costs that aren’t covered by Medicare or conventional health policies.
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7 Key Points of Estate Planning

January 16, 2023
Estate planning is always a difficult subject to deal with, because who wants to arrange things for when they die?
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What is the First Sign of Dementia?

January 15, 2023
Certain habits can signal cognitive impairment.
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Who Is Your Best Executor?

January 14, 2023
What do these appointments mean to the person(s) named to act? What happens if they fail or decline to act? Can the planning appoint alternative representatives?
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Is ABLE Account the Same as SNT?

January 13, 2023
Because of astronomical costs of care and support—often more than $100,000 per year—most individuals with disabilities will need government assistance, such as Supplemental Security Income and Medicaid.
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How a Spendthrift Trust Works

January 12, 2023
A spendthrift trust allows you to leave funds to a beneficiary without giving them full control over those funds.
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Do Asset Titles Impact My Estate?

January 11, 2023
The way in which assets are titled can be vital.
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The House and Community Spouse

January 9, 2023
The intent of the laws and regulations is to allow the community spouse to have enough income and assets, so that he or she has enough income and assets to continue to live at home, whether that be a home, an apartment, or other living place.
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