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How Do You Plan a Business Succession?

March 5, 2024
Losing the founder or long-time owner of an enterprise can leave the business adrift and shatter family relationships. However, it doesn’t have to be that way.
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Prevent Difficulties in Probate with Advance Planning

March 4, 2024
Collect and organize all important papers, passwords and pin numbers, keep them up to date and tell your heirs where to find them.
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What Is a Subtrust? Additional Benefits Subtrusts Provide

March 3, 2024
A subtrust is a separate entity created under the umbrella of a primary trust or a will. A subtrust becomes active based on the terms of the trust or will when certain events happen, such as the death of the primary grantor, or creator. Subtrusts are one tool that estate planning attorneys use to help families pass on inheritances and protect their heirs from creditors or issues such as lawsuits or divorce. Subtrusts serve various purposes depending on…
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Trust Protectors: Safeguarding the Future of Special Needs Trusts

February 29, 2024
Serving as the trustee of a special needs trust (SNT) can be particularly challenging because it often requires long-term financial management of the trust, while maintaining a good relationship with the beneficiary. Furthermore, because trustees wield great financial power over the trust assets, oversight of their investment and distribution decisions is helpful…
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What Is the Biggest Mistake People Make on Their Wills?

February 28, 2024
Have you managed to avoid the eight most common estate planning mistakes? Your family will thank you.
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How to Earn the Maximum Social Security Benefit in 2024

February 27, 2024
Ways to increase your Social Security benefit include earning equal to or more than the Social Security tax limit for as many years as possible and delaying your application for benefits.
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What Should I Do to Get My Affairs in Order?

February 26, 2024
Making a plan in case you become incapacitated and preparing for your eventual death can help you to protect your assets and preserve your legacy.
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What Questions Should You Ask an Estate Planning Attorney?

February 25, 2024
Estate planning is not as simple as executing a will.
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How Do You Stop Family Fights over Inheritance?

February 23, 2024
A highly successful estate-management strategy for avoiding inheritance disputes is to make a meticulously detailed and legally sound will.
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Top 5 Estate Planning Nightmares You Can Avoid with a Will

February 21, 2024
In the realm of estate planning, a common adage rings true: “Failing to plan is planning to fail.” As an experienced estate planning attorney, I’ve witnessed firsthand the turmoil and heartache that can ensue when individuals neglect the crucial step of…
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