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Why Is Power of Attorney So Important for Estate Planning?

July 24, 2023
Estate planning takes a lot of time, but another factor that needs to not be overlooked is having a power of attorney.
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How Do I Leave Assets for Heirs?

July 23, 2023
No family is exactly like another, so here are some considerations to help you decide which distribution strategy best suits your situation, values and goals.
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Why Is ‘When’ the Big Question in Estate Planning?

July 22, 2023
People approaching retirement ponder numerous questions. However, I’ve found that many of the most important questions revolve around the word ‘when.’
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What Is an Estate Planning Checkup?

July 21, 2023
An appointment with your estate planning attorney can address any holes that have developed and ensure that everything is in place.
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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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