Legal Documents Every Senior Should Have
August 9th, 2024
As you grow older, you might begin thinking about how to ensure your objectives will be carried out when you pass away. But it’s important to understand that estate planning involves much more than executing a last will and testament — it also ha…
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Categories: Estate Planning
Why You Should Have a Business Succession Plan
July 23rd, 2024
If you are the owner of a company, your business isn’t just your livelihood — it is also the legacy you will one day leave to your children and grandchildren. While it can be all too easy to focus on the daily operations of your business, owners…
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Categories: Succession Planning
Types of Guardianships
June 13th, 2024
If you become incapacitated — or your loved one develops a condition that impairs their ability to manage their affairs, think clearly, or make decisions — a guardianship may need to be put in place. Importantly, there are different types of guar…
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Categories: Guardianship and Conservatorship
Differences Between Revocable vs. Irrevocable Trusts
May 28th, 2024
Trusts are an essential estate planning tool that can be used to accomplish a variety of objectives. However, it’s important to understand that not all trusts are the same. There are two basic types of trusts — revocable trusts and irrevocable tr…
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Categories: Trusts
What is Incapacity Planning?
March 13th, 2024
A comprehensive estate plan doesn’t only include instructions for what will happen to your property when you pass away — it should also include a plan for incapacity. Incapacity planning specifies who will handle your financial and business affai…
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Categories: Estate Planning
Strategies to Avoid Probate
February 5th, 2024
Losing a loved one can be emotionally overwhelming — and dealing with the complex legal and financial aspects of their estate can be particularly stressful. If you are beginning the process of planning your estate, you might have many questions abo…
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Categories: Probate Avoidance
Fast Facts About Power of Attorney Documents
December 2nd, 2022
While everyone’s life and estate planning will look different, there are a few parts that will almost always be there. Arguably, the most important are the Power of Attorney documents. These documents can prove to be a massive lifesaver for familie…
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Categories: Estate Planning
Who Can Know About An Estate?
November 4th, 2022
The loss of a loved one is an intense and stressful situation for everyone. It can often be made worse by being kept in the dark about something you think you should know. When it comes to sorting out an estate plan, the question of who can know abou…
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Categories: Estate Planning
Dementia and Alzheimer's: The Tough Conversation
October 28th, 2022
The hardest conversations are always the ones we need to have the most. As we are starting to get older, more families will have to learn to work with a declining mental state. When a loved one is starting to show signs of dementia and Alzheimer̵…
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Categories: Elder Law
Guardianship and Conservatorship
October 14th, 2022
Sometimes, we all need a little help. In an ideal world, we would all have a pre-built safety net of friends and loved ones. Unfortunately, our world is far from ideal. More than 1/3 of Americans don’t have their estate planning taken care of. This…
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Categories: Guardianship and Conservatorship