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A Will, Power of Attorney and Health Care Power of Attorney: Three Documents Everyone Should Have
“These three documents are the building blocks toward a solid estate plan and peace of mind.” If you die without a will, your state has a...
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Jul 18, 20193 min read
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Estate Planning for Digital Assets
“When you think about your estate, you may think about your personal property, real estate, or investments. You also have other,...
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Jul 17, 20192 min read
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Be Aware of These Myths about Social Security
“Researchers tell us that most people would be better off waiting to claim Social Security benefits. Yet most people file early.” Despite...
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Jul 16, 20193 min read
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Retirement Minimum Distribution (RMDs) Fundamentals
“Once your money is in a retirement account, it’s there until you’re ready to use it, right? Not exactly.” Most people don’t know the...
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Jul 12, 20193 min read
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Think of Estate Planning as Stewardship for the Future
“Planning is a part of our daily lives. We plan menus for the day or week; we plan vacations; we plan meetings; and the list goes on.”...
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Jul 11, 20193 min read
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Jul 10, 20190 min read
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What Debts Must Be Paid Before and After Probate?
“When a loved one dies leaving property, debts and a mortgage, and if he did not have a living trust, probate is required to sort...
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Jul 9, 20192 min read
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Why We All Need to Have an Estate Plan
“If your family, especially your children, are still heavily dependent on you, you can still provide for them through proper estate...
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Jul 8, 20192 min read
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The Gift a Graduate Really Needs: Legal Documents
“As we head into graduation season, many families will start making plans for their young adult children to leave home for college,...
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Jul 5, 20193 min read
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HAPPY 4TH OF JULY
We will be closed on July 4th in observance of Independence Day
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Jul 4, 20191 min read
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Seniors, Stay Safe—Here’s How
“You’ve heard all the advice for keeping your identity safe in today’s day and age. Don’t give out personal information on the phone....
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Jul 3, 20192 min read
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What Happens when Parents want to Disinherit a Child?
“Any estate plan, even a deed, can be overturned on the basis of undue influence, which is a three-legged stool.” Let’s consider this...
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Jul 2, 20192 min read
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Will a Spendthrift Trust Keep Your Kids Out of Trouble?
“Spendthrift trusts may sound like you're trying to keep your children from frittering away your legacy. However, they are not just for...
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Jul 1, 20192 min read
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Long-Term Care Costs and Your Estate Plan
“Remember that the role of an elder law attorney is to be a client-centered advocate, which is a different assignment than being a...
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Jun 28, 20193 min read
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Johnny Hallyday’s Estate Battle Pivots on Instagram Posts
“Johnny Hallyday, known as the French Elvis, built his six-decade show business career on old-fashioned rock ’n’ roll, but he also kept...
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Jun 27, 20192 min read
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Here’s Why a Basic Form Doesn’t Work for Estate Planning
“However, some want you to believe that you need only purchase a form to have an effective estate plan. Using this form, you are told,...
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Jun 26, 20192 min read
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‘Someday’ Is Sooner than You Think
“Almost every day I hear someone mention the topic of caring for aging parents. It seems only yesterday that my friends and I were...
Author
Jun 25, 20193 min read
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Are Inheritances Taxable?
“There is nothing wrong with letting your inheritance sit, until you have explored all of your options and have a full understanding of...
Author
Jun 24, 20193 min read
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Will Contests May Be Rare, but They Do Happen
“If a person makes a Will when he does not have the mental capacity to make a Will or when he is so dominated by another that he can't...
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Jun 21, 20193 min read
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What the Elder Law Attorney Needs to Know
“When you meet with an elder law estate planning lawyer, honesty is the best policy, even though it may be difficult to disclose the...
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Jun 20, 20192 min read
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