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Proactive Legal Strategies for Cognitive Decline

November 17, 2024
Legal tools like power of attorney and healthcare directives are essential in forming a proactive legal strategy for cognitive decline.
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How Divorce, Death and Timing Impacted the Results of Shannen

November 16, 2024
Timing is everything, which is certainly the case regarding Doherty’s estate.
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LGBTQIA+ Estate Planning Essentials

November 15, 2024
Estate planning is not just about protecting assets—it's about securing your loved ones' future. LGBTQIA+ couples face unique challenges and need tailored solutions.
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Can I Make My Dog My Beneficiary?

November 12, 2024
In June 2019, designer Karl Lagerfeld passed away. A chunk of his fortune, amassed after decades of helming the fashion house Chanel, was left to his cat, Choupette.
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Year-End Corporate Transparency Act Reporting Requirements

November 11, 2024
Small businesses must comply with the Corporate Transparency Act’s reporting requirements by January 1, 2025, to avoid steep penalties.
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How Can You Prepare for Caring for Elderly Parents?

November 10, 2024
Prepare for the challenges of caregiving by creating a solid plan, seeking legal guidance and prioritizing your own self-care along the way.
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What Is a Fiduciary?

November 8, 2024
Learn the importance of the fiduciary and how a trustee serving in this role protects your assets and loved ones.
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How Does Grantor Trust Status Have an Impact on Step-Up in

November 7, 2024
Some trust makers and taxpayers have been confused about, or perhaps in denial of, the tradeoffs between control over assets and the capital gains tax planning potential of irrevocable trusts.
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Here’s When You Need to Update Your Will

November 6, 2024
You need to keep it up-to-date and make changes after certain events occur to ensure that your assets will be distributed according to your wishes when you pass.
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Estate Planning Lessons From Warren Buffett

November 4, 2024
As one of the wealthiest individuals on the planet, Warren Buffett’s public disclosure of some of his estate planning earlier this summer no doubt garnered plenty of interest.
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