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 17, 2019
- 2 min
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 16, 2019
- 3 min
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 12, 2019
- 3 min
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 11, 2019
- 3 min
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 9, 2019
- 2 min
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 8, 2019
- 2 min
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 5, 2019
- 3 min
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 4, 2019
- 1 min
HAPPY 4TH OF JULY
We will be closed on July 4th in observance of Independence Day
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- Jul 3, 2019
- 2 min
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 2, 2019
- 2 min
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 1, 2019
- 2 min
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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- Jun 28, 2019
- 3 min
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 27, 2019
- 2 min
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 26, 2019
- 2 min
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 25, 2019
- 3 min
‘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...
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- Jun 24, 2019
- 3 min
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...
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- Jun 21, 2019
- 3 min
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 20, 2019
- 2 min
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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