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Living Trusts- Mistakes Made & Benefits

September 22, 2022
Of course, just because you have a living trust doesn't mean you're all set. Here are a few of the most common mistakes people make with their living trusts.
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What Is the Best Asset Protection?

September 21, 2022
Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.
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Your Estate Plan and Tax Changes

September 19, 2022
There are useful estate planning vehicles that take advantage of current historically high federal exemptions, while providing flexibility to adapt and modify those plans based upon future events or tax law changes.
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Signing a Nursing Home Agreement

September 18, 2022
The services provided by a skilled nursing facility are very important. They are also very expensive. The person who arrives at an elder law office with a bill from a nursing home for $19,400—$646.66 per day—is often the same person who signed an electronic version of an admissions form without knowing what would happen. This…
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What Is Better- a Will or a Trust?

September 17, 2022
Preparing an estate plan for managing and distributing your assets in the case of death is one of the most important steps you could take to protect and provide for loved ones.
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Are Vitamin D and Dementia Connected?

September 16, 2022
Dementia is one of the major causes of disability and dependency among older people worldwide, affecting thinking and behaviors as you age. However, what if you could stop this degenerative disease in its tracks?
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How to Store Estate Planning Documents

September 14, 2022
A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.
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How Do Estate Plans and Trusts Work?

September 13, 2022
In this article, we will address two terms which some people use interchangeably, but which are very different things: living trusts and estate plans.
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What to Know about Estate Planning

September 12, 2022
The thought of weddings and romance, honeymoons, guest lists, where to register, etc., leaves little room for estate planning. This article will provide five estate planning tips for newlyweds.
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How to Leave Money to Children

September 11, 2022
Providing for future generations shouldn’t be (overly) taxing. To manage taxes as you pass down your assets, look into UTMAs, 529s, child IRAs and trusts.
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