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The Built-In Backup Plan That Makes Living Trusts So Powerful

July 16, 2026
Many people view living trusts as tools for avoiding probate, but they can also provide critical financial protection if incapacity occurs during life.
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Long-Term Care Costs Are Eroding Generational Wealth

July 15, 2026
Rising long-term care expenses are forcing many families to spend down assets they intended to preserve for future generations, reshaping traditional ideas of inheritance and wealth transfer.
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Beneficiary Designations are Critical to Estate Plan Success

July 14, 2026
Beneficiary designations on retirement accounts, life insurance policies and annuities often override the instructions in your will or living trust.
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Understanding Elder Financial Exploitation: Laws, Claims, and

July 12, 2026
Elder financial exploitation cases often involve complex legal claims, requiring careful evaluation of evidence, intent, and applicable protections under state and federal law.
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Becoming a Parent Means Rethinking Your Estate Plan

July 11, 2026
Welcoming a child into your family changes more than your daily routine. It creates new legal and financial responsibilities that should be reflected in a comprehensive estate plan.
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Generation X is Getting Older. However, They are Not Planning for

July 10, 2026
In other words, most Gen Xers haven’t made a will, created a trust or signed forms that empower others to make financial, legal or medical decisions on their behalf.
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Use These Estate Planning Tools to Avoid Probate Without a Living

July 9, 2026
Avoiding probate does not always require a living trust, as several other estate planning tools can transfer assets efficiently while simplifying administration for loved ones.
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How Not to Send a Fortune to the Wrong Person

July 8, 2026
A $400,000 401(k) does not follow the will. It follows the beneficiary form.
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Is Your Estate Plan Ineffective and Outdated?

July 7, 2026
During this period, many clients rushed to use the estate tax exemption before the anticipated TCJA sunset cut it roughly in half. Now that the exemption is permanent, plans may be counterproductive.
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Homeowners Need Estate Plans to Protect Life’s Biggest Purchase

July 6, 2026
There are steps new homeowners should take to make sure that if they die, their house ends up with the right person.
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