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Estate Planning After a Dementia Diagnosis
Estate Planning After a Dementia Diagnosis Alzheimer’s dementia is a disease that millions of Americans are living with, and its effects are felt by their loved ones as well. When someone you care about receives this diagnosis, it can be very difficult to process and accept. Instead of focusing your[...]
These Are The Responsibilities Of Your Trustee
These Are The Responsibilities Of Your Trustee You are being responsible, and you’ve decided to develop an estate plan. While you have been studying what’s included in creating one, you have landed on establishing living trusts. But what exactly is this and who should you appoint as a trustee? Put[...]
You Are Likely Making This Common Mistake
You Are Likely Making This Common Mistake Estate planning is not only for the rich or elderly. It is for you and everyone else. Most people think they are either too young to create an estate plan, or they underestimate the size of their estate. Many fall under the misconception[...]
Protect Your Assets When You Go To Nursing Home
Protect Your Assets When You Go To Nursing Home Most people understand what is called “black-letter” law. Black-letter laws are the basic rules of law that govern a given situation. The information is there, but many fail to understand that there are also exceptions to the “black-letter” law, and many[...]
Discover The True Cost Of A Missed Update
Discover The True Cost Of A Missed Update Your estate plan is a living document. When your life changes, so should your estate plan. One of the biggest reasons someone may choose not to make updates is the cost of doing so. Ironically, it is less expensive to do it right[...]
Peace Of Mind & Special Needs Trusts
Peace Of Mind & Special Needs Trusts There are numerous benefits and reasons why someone with a physically or mentally disabled child should create special needs trust. There are scenarios in which having too much money or assets causes more issues than it solves. An example of this is when[...]
National Special Needs Law Month
National Special Needs Law Month Because it is Special Needs Law Month, we thought we would take a moment to share some unique planning considerations to take into account. Children with special needs usually have exceptional parents who build their lives around providing for and caring for their kids. Because[...]
Family Businesses & Succession Plans
Family Businesses & Succession Plans One of the biggest reasons people plan is to avoid potential pitfalls and issues. Even the smallest estate is more complex than most realize. When you sit down with your attorney to create the plan that fits your requirements, not only will you identify the[...]
A Skilled Attorney’s Way Of Preparing For The Future
A Skilled Attorney’s Way Of Preparing For The Future Estate planning is preparing now for the future. The old adage that there are only two things certain in life, death and taxes, is still true. But in our modern society, it is also true that nothing ever stays the same. [...]
Your Guide For Year-End Tax Donations
Your Guide For Year-End Tax Donations Because it is the end of the year, addressing the multi-sided benefits of charitable contributions is appropriate. There are several reasons why these are so common during the holidays. Generally, people’s mindsets shift towards giving and doing right by others. There is also a[...]