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The Hidden Risks of Adding Your Child as a Life Insurance

April 22, 2024
Discover why adding your child as a life insurance beneficiary has inherent risks and explore how trusts and appointing a legal guardian can best ensure that your child’s future is secure.
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How Adult Guardianship Cases Impact Loved Ones

April 21, 2024
The recent guardianship case of the McNair family and the Houston Texans NFL Owner, Janice McNair, highlights the importance of working with an elder law attorney to consider alternatives to guardianship for protecting loved ones and navigating complex family dynamics.
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Navigating the Estate Tax: What Every Family Should Know

April 20, 2024
By staying informed about the federal estate tax exemption thresholds and employing strategic planning techniques, you can ensure your estate is passed on to your heirs as efficiently as possible.
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How Should a Single Person Create an Estate Plan?

April 19, 2024
Estate planning for singles: make a will, draft a durable power-of-attorney, name an attorney-in-fact, and a health care proxy.
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A Will Alone Is Not Enough to Avoid Probate

April 17, 2024
Learn the critical reasons why a will alone is insufficient for a comprehensive estate plan, and why incorporating trusts, beneficiary designations and incapacity planning is essential to ensure a seamless and protected transfer of your assets to your loved ones.
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Understanding the Latest IRS Changes for Estate Planning

April 15, 2024
Learn how the new IRS rule for step-up in basis impacts assets held in irrevocable trusts and ensure compliance with the new rule, while maximizing the tax benefits for heirs.
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Aging Baby Boomers Highlight Significance

April 14, 2024
The fact that many baby boomers lack the robust pension and Social Security benefits enjoyed by their predecessors underscores the importance of working with an elder law attorney to plan for financing long-term care and guarding existing assets as they age.
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Do You Need an Estate Plan?

April 13, 2024
Estate planning is a vital aspect of financial planning that is essential to ensure that one’s assets are protected, loved ones taken care of and the decedent’s wishes are followed.
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Navigating the Benefits of a Qualified Personal

April 11, 2024
A Qualified Personal Residence Trust is a sophisticated estate planning tool that requires thorough understanding and professional guidance. Could a QPRT be a beneficial planning tool for your family?
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The Pitfalls of Adding a Child to Your Home's Deed

April 10, 2024
While adding a child to your home's deed might seem straightforward to manage your estate, it's fraught with potential problems and complications. This article reviews the implications and alternatives to adding a child to your home’s deed, with the goal of ensuring your estate plan is effective, efficient, and aligned with your long-term intentions.
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