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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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Who Needs a SLAT Trust?

January 5, 2023
A SLAT is an irrevocable trust set up while both spouses are still alive, in which one spouse is the designated beneficiary of the other spouse.
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Don’t Miss Estate Planning Opportunities

January 2, 2023
People often overlook critical steps when they are doing their estate planning.
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How to Avoid Caregiver Burnout

December 31, 2022
Providing care for an aging relative or loved one is often physical and emotionally challenging. Learn how to recognize the early signs of burnout – and how to prevent it.
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What About Beneficiary Designations?

December 8, 2022
Retirement accounts fall into a category of assets that pass to heirs directly outside of the will and are not subject to probate. That is, if the paperwork is in order.
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