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Accumulation and Transfer of Wealth

In order to build lasting wealth over multiple generations, careful planning and patience are required. Without specific plans to create and transfer your legacy, statistically, 70 percent of wealthy families will lose that wealth in the subsequent generation, and 90…

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Post-Pandemic Estate Planning

During the COVID-19 pandemic, our lives were transformed in unprecedented ways. From remote working and online schooling to virtual doctor consultations and contactless deliveries, technology enabled us to adapt and continue functioning while practicing social distancing. Estate planning attorneys also…

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Getting to Know Medicaid

Millions of Americans receive comprehensive health coverage and financial assistance through Medicaid, a federal and state public health insurance program. The program helps low-income families, individuals, and people with disabilities receive adequate health care and provides nursing home or community…

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How to Navigate the Probate Process

As defined by the American Bar Association (ABA), probate is the legal process by which a will is granted formal recognition, and the personal representative (executor) is appointed to administer the estate. Navigating the probate process will vary according to…

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Plan Your Estate in Light of Tax Reform

Your estate plan may need to be reviewed and amended annually to keep up with the complex and ever-changing federal estate tax law, gifts, and GST exemptions. Since 2018, federal tax assessment on estates above $11.7 million, indexed for inflation…

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Will Versus No Will

It's uncomfortable to think about death, especially our own. Add to that the question of what will happen to our assets after we die and it's no wonder, so few people have created wills. According to a 2021 Gallup poll,…

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