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March 2, 2020

Why Certification in Elder Law is so Important

Attorneys certified in elder law offer you something that other attorneys do not:  professional expertise in the unique needs of older, maturing populations.  Certified Elder Law attorneys are not just authorities on legal issues affecting seniors, they are also familiar…

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February 20, 2020

Understanding Revocable Trusts

Revocable trusts are an effective way to avoid probate and provide for asset management in the event of incapacity. In addition, revocable trusts–sometimes called “living” trusts–are incredibly flexible and can achieve many other goals, including tax, long-term care, and asset-protection planning.…

a jar that says IRA with money and a calculator around it
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February 13, 2020

New Law Makes Big Changes to Retirement Plans

President Trump has signed a spending bill that makes major changes to retirement plans. The new law is designed to provide more incentives to save for retirement, but it may require workers to rethink some of their planning. The Setting Every Community…

a document that says fiduciary
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January 31, 2020

Do You Have the Right Fiduciary?

A fiduciary is a fancy legal term for the person who will take care of your property for you if you are unable to do it yourself, such as the executor of an estate, the trustee of a trust, or…

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November 4, 2019

Estate Planning When You Have a Stepfamily

Ideally, when a second marriage joins two families together, it should be a joyous occasion that creates one bigger family unit. Unfortunately, it too often also creates inheritance fights between stepparents and children. A good estate plan is necessary to…

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October 3, 2019

Powers of Attorney Come in Different Flavors

A power of attorney is a very important estate planning tool, but in fact there are several different kinds of powers of attorney that can be used for different purposes. Before executing this crucial document, it is important to understand…

Two people holding piggy banks, passing them to someone else
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August 8, 2019

Don’t Leave Children Unequal Shares By Mistake

Siblings do not always receive equal shares of a parent’s estate. Sometimes the inequality is intentional and sometimes it is accidental. Regardless of how it happens, it can cause arguments among the children. However, there are some steps parents can…

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