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What Is an ‘Ethical Will’?

September 27, 2022
Ethical wills first began to appear in the 1990s, usually in the form of a “legacy letter” written just before a person died and then bolted onto their main will as an appendix.
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A Discretionary Trust and Your Estate Plan

September 26, 2022
A discretionary trust is a type of trust that can be established on behalf of one or more beneficiaries.
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How Do Special Needs Trusts Work?

September 25, 2022
Special needs trusts can help fund quality-of-life improvements for the beneficiary, such as a phone, a trip or a private room in a group care facility.
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Estate Planning Tips for Solo Seniors

September 24, 2022
So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.
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New Program Helps Dementia Patients

September 23, 2022
Staff in nursing homes are being encouraged to learn about the Namaste Care program to enhance the quality of life for residents with dementia.
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Living Trusts- Mistakes Made & Benefits

September 22, 2022
Of course, just because you have a living trust doesn't mean you're all set. Here are a few of the most common mistakes people make with their living trusts.
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What Is the Best Asset Protection?

September 21, 2022
Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.
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Your Estate Plan and Tax Changes

September 19, 2022
There are useful estate planning vehicles that take advantage of current historically high federal exemptions, while providing flexibility to adapt and modify those plans based upon future events or tax law changes.
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Signing a Nursing Home Agreement

September 18, 2022
The services provided by a skilled nursing facility are very important. They are also very expensive. The person who arrives at an elder law office with a bill from a nursing home for $19,400—$646.66 per day—is often the same person who signed an electronic version of an admissions form without knowing what would happen. This…
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What Is Better- a Will or a Trust?

September 17, 2022
Preparing an estate plan for managing and distributing your assets in the case of death is one of the most important steps you could take to protect and provide for loved ones.
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