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How to Create an Estate Plan That Works

March 31, 2025
It can be easy to overlook. However, an estate plan is essential for nearly everyone, whether you have a lot of money or just a little.
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Retirees Need Six Legal Documents

March 31, 2025
Retirees are dropping the ball over crucial legal documents.
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How an Estate Planning Attorney Can Bridge the Gap Between

March 30, 2025
Generational wealth is only meaningful if it is preserved and transferred effectively. Estate planning ensures financial stability for future generations.
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Keep Your Life Private with a Trust

March 27, 2025
One of the major benefits of a living trust is that the trust assets bypass the probate process. In most states, this may mean savings in probate costs up to many thousands of dollars.
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What Can Elder Law Attorneys Do?

March 26, 2025
Elder law attorneys help aging individuals and their families navigate legal and financial challenges, ensuring long-term security and peace of mind.
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Gifting Highly Appreciated Assets: A Tax-Smart Strategy for Wealth

March 25, 2025
Gifting appreciated assets strategically can reduce tax burdens, maximize charitable contributions and preserve wealth for future generations.
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Be Careful of the Latest Social Security Scam

March 24, 2025
Scammers impersonate Social Security Administration officials to steal personal information or money. They falsely claim your Social Security number has been suspended due to crimes or suspicious activity.
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How Divorce Affects an Estate Plan

March 22, 2025
Divorce significantly impacts estate planning, requiring updates to wills, trusts and beneficiary designations to ensure that assets are distributed according to new intentions.
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How Estate Plan Protects Your Family

March 21, 2025
Though generally not as trendy as hitting the gym or planning summer vacations, such estate planning assurances bring peace of mind and create legacies of thoughtfulness for our loved ones.
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Should Your Estate Plan Include a Trust?

March 20, 2025
While a living trust won't be the go-to for everyone, there are a handful of reasons to consider using one—including the three discussed below.
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