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Whom Should You Choose as a Trustee?
September 1, 2024When drawing up your estate plans, you might find it useful to create a revocable or irrevocable trust, either of which can help your estate avoid probate court and give you significant control over how and when your assets are distributed. But who should oversee your trust?
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Build an Estate Plan With Our Help
January 3, 2023Broadly speaking, an estate plan (either a will-based estate plan or a trust-based estate plan) encompasses the accumulation, conservation, and distribution of an estate. A good estate plan will enhance and maintain the financial security of individuals and their families.
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Do You Need a Will?
January 2, 2023What happens when a person dies without a Will? Good question. In this article, I will discuss what a Will does and doesn’t do, the myths and the law regarding Wills.
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Estate Planning Odds n’ Ends
January 2, 2023Estate planning is all about the details. Here are some scenarios – wills, gifting, Medicaid, powers of attorney, etc. – that have come up recently in helping our clients work through their estate planning decisions.
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Estate Planning With Dementia on the Rise
January 2, 2023Although you may never have to deal with the challenges that arise with a dementia diagnosis, it is still vital that you complete your estate plan early, while you have the mental capacity legally required to make estate planning decisions and execute estate planning documents.
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Execute a Power of Attorney Before It’s Too Late
January 2, 2023A durable power of attorney is an extremely important estate planning tool, even more important than a will in many cases.
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Financial Caregiving
January 2, 2023We tend to only consider the physical aspect of caregiving: medication management, bathing, feeding, assistance with daily chores, etc. However, the financial aspect of caregiving, e.g., paying bills, handling banking, investment and insurance accounts, preparing and filing tax returns, is equally crucial.
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Help Protect Finances of Loved Ones With Alzheimer’s
January 2, 2023If you have a loved one showing signs of Alzheimer’s or another form of dementia, you’ll obviously experience some strong emotions—and you’ll likely ask yourself this question: What can I do to help?
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How to Choose a Trustee
January 2, 2023When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs—collect income, pay bills and taxes, buy and sell property, provide for your loved ones, and generally keep things organized and in good order.
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Legal Documents
January 2, 2023Don't wait until it's too late to initiate the planning of your legal and financial matters.
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