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How Can You Prepare for Caring for Elderly Parents?

November 10, 2024
Prepare for the challenges of caregiving by creating a solid plan, seeking legal guidance and prioritizing your own self-care along the way.
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What Is a Fiduciary?

November 8, 2024
Learn the importance of the fiduciary and how a trustee serving in this role protects your assets and loved ones.
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How Does Grantor Trust Status Have an Impact on Step-Up in

November 7, 2024
Some trust makers and taxpayers have been confused about, or perhaps in denial of, the tradeoffs between control over assets and the capital gains tax planning potential of irrevocable trusts.
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Here’s When You Need to Update Your Will

November 6, 2024
You need to keep it up-to-date and make changes after certain events occur to ensure that your assets will be distributed according to your wishes when you pass.
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Estate Planning Lessons From Warren Buffett

November 4, 2024
As one of the wealthiest individuals on the planet, Warren Buffett’s public disclosure of some of his estate planning earlier this summer no doubt garnered plenty of interest.
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Can I Get Paid as a Caregiver for Mom?

November 3, 2024
Balance caring for loved ones with your own financial needs by learning how to get paid as a caregiver for an aging parent.
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How Do I Leave an Inheritance to My Child but Not Their Spouse?

November 2, 2024
Safeguard your married child’s inheritance with trusts, prenuptial agreements and postnuptial agreements.
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How to Avoid Probate with a Revocable Trust

October 31, 2024
A revocable trust allows assets correctly transferred into the trust during the grantor's lifetime to bypass probate. This can simplify asset distribution and help preserve privacy.
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Curated a Collection? You Need an Estate Plan for It

October 30, 2024
So the pitch that anyone with a collection needs to hear is this: Your wine needs an estate plan, because it's not going to drink itself.
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End-of-Year Estate Planning Preparations Start Now

October 29, 2024
The year-end 2024 crunch is coming. What should you consider and do now? Many things are happening that affect your estate planning, and you need to evaluate it.
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