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The Benefits of Living Trusts for Seniors

It is unfortunate that seniors are often the victims of financial abuse and scams. That’s why it’s important that planning is in place to help seniors protect themselves and their assets. As we age, it can become increasingly difficult to…

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Estate Planning for Seniors

Even though nearly half of Americans age 55 or older acknowledge that estate planning is important, few have wills, powers of attorney, or health care directives. These documents help guide your representatives to provide the end-of-life wishes you seek. Estate…

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Digital Estate Planning Obstacles to Avoid

With the Internet of Things (IoT), identifying and managing your digital property is more important than ever. From smart home devices to online investments and bank accounts, we’ve gone way beyond using the internet to email family and social media…

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A Fiduciary’s Role in Estate Planning

Fiduciaries are individuals, professionals, or organizations that are legally obligated to act in the best interest of their appointed beneficiaries. Carrying out the terms of a will or trust or making medical or financial decisions on behalf of another are…

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Creating a Will for Blended Families

It is common today for families to have stepchildren, and in cases of inheritance, stepchildren are often treated the same as biological children. This is particularly true where stepchildren are part of a blended family from an early age. Biological siblings…

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Powers of Attorney Explained

Power of Attorney (POA) documents are an essential part of estate planning.  All states recognize powers of attorney, but rules and requirements will differ from state to state. The document gives one or more individuals the legal authority to act…

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Penalties and Gifts Associated with Medicaid

Low-income seniors with limited assets and income can obtain healthcare and long-term care through Medicaid, a federal/state program. Many seniors believe their only option to qualify for the program is to “spend down” their assets. While this is true in…

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Avoiding Probate Litigation

It is common for disputes over guardianships and conservatorships, wills and trusts, and family real estate to arise as part of probate litigation. The most successful approach to mitigating or avoiding probate litigation risk is careful planning. Comprehensive estate plans…

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Should Inheritances for Children be Equal?

Children should be divided assets equally in many situations. Yet, in some families, each child receiving the same inheritance can be inappropriate, deplete the estate’s assets due to ensuing litigation, or cause other family issues after you are gone. While the…

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