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Proactive Legal Strategies for Cognitive Decline

Legal tools like power of attorney and healthcare directives are essential in forming a proactive legal strategy for cognitive decline.
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Can You Protect Your Heirs’ Inheritance from Creditors with Trusts?

Learn how trusts can protect your heirs' inheritance from creditors and safeguard your family's financial future.
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Why Is a Special Needs Trust Important for Your Child's Future?

Learn how a special needs trust can protect your child's benefits, while providing long-term financial security.
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Estate Planning for a Child with Addiction: Structuring Inheritance

Protect your child's future by creating a trust that supports their recovery, while safeguarding their inheritance.
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Managing Debt After a Loved One's Death: What You Need to Know

Learn how a probate attorney can help you manage a loved one's debts after their passing.
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How Does Estate Planning Protect Couples with Big Age Gaps?

Relationships with significant age gaps come with unique rewards and challenges, especially for couples discussing how to manage their estate later in life.
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Here’s When You Need to Update Your Will

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 for Grandparents Raising Grandchildren: What You Need to Know

Explore legal options like guardianship and grandparent power of attorney to ensure the well-being of grandchildren you're raising.
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Why Gen Z Needs to Pay Attention to Estate Planning

The sooner you plan for how you want to disburse your assets after you’re gone, the better, even if you’re still building yours.
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Understanding Fiduciaries: Their Roles and Responsibilities

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 Do I Leave an Inheritance to My Child but Not Their Spouse?

Safeguard your married child’s inheritance with trusts, prenuptial agreements and postnuptial agreements.
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Why Does Young Family Need an Estate Plan?

Since a will can be customized to fit the exact needs and desires of a family, there’s no need to leave the future financial stability and personal wellbeing of young children up to the state.
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What's the Difference Between an Heir and a Beneficiary?

Learn the crucial differences between heirs and beneficiaries to ensure that your estate is passed down according to your wishes.
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National Estate Planning Awareness Week

National Estate Planning Awareness Week is a reminder to take control of your future by creating an estate plan that protects your family and assets.
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Strategies to Protect Assets from Lawsuits and Creditors

Discover key strategies like trusts, IRAs and homestead exemptions to protect your assets from lawsuits and creditors.
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Advance Healthcare Directives and Why They Matter

After a tragic accident, Nancy Cruzan’s family couldn’t make medical decisions for her and fought years-long court battles to help her situation. An advance care directive could have prevented Cruzan from living for seven years in a permanent vegetative state.
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Family Wealth Discussions: How to Talk about Money with Loved Ones

Family wealth discussions are never easy. Nonetheless, it’s necessary to talk about money with loved ones. Use the right approach to stay on the same page and avoid miscommunication.
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Curated a Collection? You Need an Estate Plan for It

So the pitch that anyone with a collection needs to hear is this: Your wine needs an estate plan, because it's not going to drink itself.
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The Importance of Estate Planning for Non-Citizens with U.S. Assets

Estate planning is crucial for non-citizens with U.S. assets to minimize potential tax burdens.
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Guarding Women's Wealth with Estate Planning

Active wealth and estate planning strategies are essential for senior women to safeguard their financial future from challenges related to longer lifespans and income and career gaps.
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Tax Implications of Estate Planning and Maximizing Loved Ones' Inheritance

Estate planning isn't just about dividing assets—it's about minimizing taxes and maximizing the inheritance that your loved ones receive.
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Digital Estate Planning: Managing Online Assets

Digital estate planning is crucial to protecting your legacy and ensuring that your loved ones aren’t left with a digital mess.
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LGBTQIA+ Estate Planning Essentials

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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What’s the Primary Purpose of a Living Trust?

Having the ability to pass on an inheritance to your loved ones is a beautiful thing. It's a chance to gift those you care about and add value to their life even after you're no longer here.
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How to Choose an Executor for Your Estate

Choosing the right executor ensures that your estate is managed effectively, minimizing conflicts and providing peace of mind for your loved ones.
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Preparing Your Adult Children to Receive Their Inheritance

Discussing inheritance early avoids surprises and prepares your children to manage the wealth and responsibilities they’ll inherit.
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How Does Probate Work?

A new report, titled The State of Probate in America, finds many Americans badly misinformed about basic facts of probate.
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Should All of My Assets Be in a Trust?

And whether your estate is a larger one or a more modest one, you may be eager to pass wealth down to your loved ones in the most efficient way possible.
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Sharing Family Values in Your Estate Plan

Preserve your family values through estate planning. Learn how trusts and open conversations can ensure your legacy reflects your life's principles.
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Role of Estate Planning for the Great Wealth Transfer

The Great Wealth Transfer” is a significant event affecting millions of families. Proper estate planning is crucial to navigate this transition smoothly and to preserve your legacy.
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What's the Difference between Primary and Contingent Beneficiary?

Contingent beneficiaries provide a safety net, if the primary beneficiary cannot receive the assets from an estate or proceeds from a life insurance policy or retirement account.
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Increase in Estate Planning for Gen-Z

Gen Z is setting an example by taking control of their financial futures early, showing an unexpected interest in estate planning.
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Well-Played: Country Legend Toby Keith's Legacy Protected for His Family

Learn how country legend Toby Keith protected his family's future through careful estate planning and why starting early is crucial for everyone.
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Only 32% of Americans Have a Will

Only 32% of Americans have a will. However, even if you believe you lack assets, going without a will is a big mistake.
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The Importance of Estate Planning for Expecting Parents

Estate planning ensures that your children will have the future you want for them no matter what happens to you.
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Can You Prepare for the Unexpected in Life?

Remember, even ‘Superman’ Christopher Reeve didn't think he would fall off a horse, and it changed his life forever. Always be prepared.
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How to Order a Death Certificate after the Passing of a Loved One

Obtaining a death certificate is crucial after the death of a loved one. It’s a necessary step toward settling their affairs and handling the probate process.
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Godparents Lack Legal Rights If Not Named as Guardians for Minor Children

Godparents provide spiritual guidance and mentorship to your children. However, they can only legally care for your kids if you name them guardians for minor children.
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Can You Get Around Probate?

If I knew then what I know now about probate, I’d have done more to avoid the process altogether with my mother’s estate.
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Back to School Planning to Protect Your Kids

Ensure that your children's futures are secure by starting a comprehensive estate plan during back-to-school time. Schedule a consultation today.
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Single and Over 50? Estate Planning Is a Must

The population of single adults without children aged 50 and over is growing. Estate planning for single people can protect your future quality of life and carry on your wishes when you’re gone.
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Do Single Parents Need an Estate Plan?

Single parents must carefully consider each option when preparing their estates. By creating an intentional plan, parents can ensure their wishes will be honored for their children.
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Lawsuit Filed Against Trustee of Late Singer Tony Bennett's Estate

Tony Bennett's daughters are suing the trustee of his estate, highlighting the importance of clear estate planning to avoid family disputes.
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Who Takes Care of My Pet When I Die?

Learn more about the personal-finance aspects of pet insurance and pet estate planning.
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How to Discuss Estate Planning with Your Aging Parents

Discussing estate planning with your aging parents is vital to protect their wishes. It can be a hard conversation to start. However, it’s still necessary.
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Is Your Student Off to College? Make Sure These Legal Documents are Available

Ensure your college-bound child's safety and peace of mind with essential legal documents for college students. HIPAA waivers, powers of attorney, and other documents are indispensable.
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Art Legacy's Estate Battle: Heir Dispute Struggle Threatens to Ruin the Artist’s Centennial

An heir dispute can overshadow your legacy. Plan ahead to prevent estate battles and preserve your wishes and legacy.
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