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What Is a Living Will?

February 10, 2023
The financial consequences of a diagnosis of Alzheimer’s disease or any one of the rarer dementias can easily fall to the family of the patient. In any diagnosis that includes declining mental health, it’s important to get one’s financial house in order.
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It's Important to Plan for Living

February 9, 2023
Does a person need a Power of Attorney document if that person already has a Last Will and Testament (‘Will’)? It is a good question.
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Life Estate, Medicaid

February 6, 2023
Chances are, your home is full to the brim with cherished memories of family and friends. But, as you get older, you may start wondering what exactly will happen to your home when you pass away. Fortunately, a life estate can take away the uncertainty of this thought by legally assigning an heir to receive your property without interference from court proceedings.
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When Medicare Runs Out

February 5, 2023
No one planned that Mom or Dad would have to end up long term in a nursing home and they can’t afford the cost after Medicare payments run out.
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Special Needs Child, Retirement

February 4, 2023
People with children who cannot support themselves need to think well past their own lifetime and figure out how to provide for children after they are gone.
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Family Fair & Inheritance

February 3, 2023
The important thing to acknowledge is that the emotions behind the reasons are not trivial, but are important and should not be dismissed or minimized.
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Are Testamentary Trusts Wise?

February 2, 2023
A testamentary trust can control your assets after death. However, there may be a better option available, experts say.
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When to Hire an Estate

February 1, 2023
Here are four types of estate situations that could call for professional legal help.
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Capital Gains Irrevocable Trust

January 31, 2023
Investors use irrevocable trusts to protect their assets from creditors, lawsuits and estate taxes. However, when you sell a home in an irrevocable trust, that can complicate your tax situation.
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Why We Need Estate Plans

January 30, 2023
Accidents happen. Illnesses can strike anyone unexpectedly. So, take a moment to get a few basic estate planning tasks out of the way. You—and the people you love—will be glad you did.
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