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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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Understanding the Issues of Elder Law

December 7, 2022
The three main areas of focus for elder law attorneys include health care, estate and tax planning and guardianship matters.
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Estate Planning for Ages and Stages in Life

December 6, 2022
An estate plan works like the operating system on your phone or computer. It runs in the background. However, it needs occasional updates to keep the plan current.
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Some Assets Better Left Outside of Will

December 5, 2022
That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paper­work and relevant laws.
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Do College Kids Need an Estate Plan?

November 30, 2022
As a kid reaches 18, they’re an adult in the eyes of the law. Therefore, your parental authority no longer exists and in turn you can lose access to information.
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Depression Treatment and Dementia Risk

November 26, 2022
Depression has long been associated with an increased risk of dementia. A new study now provides evidence that timely treatment of depression could lower the risk of dementia in specific groups of patients.
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Can Trusts Help Create Wealth?

November 25, 2022
One type of trust, the qualified perpetual trust, can be used to pass assets down to your beneficiaries, decade after decade.
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How to Ask Mom About Her Estate Plan

November 23, 2022
Before approaching the subject of the will, you need to consider that the loved one may be guarded and resistant to talk about it.
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What to Do When Your Spouse Dies

November 22, 2022
Here is a list, in no particular order, of what needs to be done after someone passes to help you during this difficult time.
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Assets, Nursing Home Stays & Medicaid

November 21, 2022
My spouse is going to have to move to a nursing home. When spending down assets for the sick spouse to qualify for Medicaid, does it have to be done before sick spouse is sent to a nursing home or can it be done even after the sick spouse is admitted to a nursing home?
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