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Estate Planning for Gen Xers and Aging Parents: For Financial

May 24, 2024
Many Generation Xers are in a unique position, “sandwiched” between raising their children and caring for aging parents. A proactive estate plan can help alleviate financial burdens and smooth aging parents' path into retirement for both generations.
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Unraveling the Mystery of Trusts: What Your Estate Planning

May 23, 2024
Understanding trusts and their tax nuances can empower you to make informed decisions regarding the type of trust you choose for your estate planning purposes.
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Why is a Will Important?

May 22, 2024
While many people put off wills until the unattainable ‘later,’ many others simply fail to create a will because they do not really understand what and how the document works.
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How the New IRS Tax Rule Impacts Irrevocable Trusts in Estate

May 21, 2024
Capital gains taxes are the heart of the IRS Rule 2023-2 changes. Individuals pay taxes on the difference between an asset's purchase price and a higher sell price as that asset's value grows over time. When creating or updating an estate plan, you must consider the new IRS rule.
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Asset Protection Strategies for Medicaid Eligibility

May 20, 2024
Learn how to protect assets and become eligible for Medicaid with practical strategies, while avoiding questionable methods.
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Estate Plans and the Rising Need For Elder Law and Advance Care Planning as We Age

May 17, 2024
Elder law attorneys help seniors protect their life savings for future generations and plan for long-term care by empowering individuals to navigate the journey of aging with dignity, security, and peace of mind.
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The Surprising Ways Trusts Future-Proof Your Estate Plan

May 16, 2024
In a season of economic unease, inflation, and changing state laws, strategies like trusts, trust protectors, and a clear purpose statement in your estate plan ensure that your assets and values transfer according to your wishes.
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Digital Life Lives on After You’re Gone- Unless You Plan Ahead

May 15, 2024
We all have a digital footprint that does not necessarily die with us. There are three things you should do to best prepare your executor, trustee or other personal representative to properly handle your posthumous digital affairs.
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Estate and Investment Planning Balances Short and Long

May 14, 2024
Strategic asset allocation and estate planning strategies hinge on carefully considering future financial needs. Today's volatile markets spotlight financial questions of how much and when you'll need to fund retirement to senior living and the time in between while preserving wealth for beneficiaries.
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Crummey Trusts: A Strategic Approach to Gifting for Your Children's

May 10, 2024
Learn how to qualify for the annual gift tax exclusion by maximizing the benefits of a Crummey trust. Understand withdrawal power and more.
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