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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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Estate Planning for Blended Families

April 9, 2024
Discover essential estate planning tips for blended families! Ensure fair asset distribution and protect your loved ones with these valuable strategies.
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How to Protect Your Spouse when Diagnosis Is Dementia

April 7, 2024
I have been diagnosed with brain damage and dementia. Word to the younger folks: I woke up last year and suddenly could not spell or write legibly. No warning. No symptoms.
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How Does an Estate Plan Address Young Beneficiaries?

April 6, 2024
Minor children and young adult beneficiaries in particular need more specialized provisions to protect both the assets and the beneficiaries.
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Estate Planning after a Divorce: What You Need to Know

April 5, 2024
Divorce significantly affects your estate plan. Therefore, it's crucial to take timely action to revise it. If you're going through a divorce or have recently finalized one, it may be time to review and update your estate plan.
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