Senior woman filling out financial statements

Legal Documents Every Senior Should Have

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… Read More
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Categories: Estate Planning
Succession planning and figurines with arrows.

Why You Should Have a Business Succession Plan

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… Read More
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Categories: Succession Planning
Gavel And Striking Block Over Guardianship Law Book

Types of Guardianships

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… Read More
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Notary signing a contract with fountain pen

Differences Between Revocable vs. Irrevocable Trusts

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… Read More
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Categories: Trusts
Financial advisor consultation with clients on retirement, finance planning or investment and document on laptop screen. Accountant woman, senior people and pension advice, asset management or budget

What is Incapacity Planning?

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… Read More
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Categories: Estate Planning
Probate law book with gavel on top. Legal and law concept

Strategies to Avoid Probate

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… Read More
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Categories: Probate Avoidance
Elder Law

Fast Facts About Power of Attorney Documents

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… Read More
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Categories: Estate Planning
Estate Planning

Who Can Know About An Estate?

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… Read More
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Two people sharing their concerns about an aging loved one

Dementia and Alzheimer's: The Tough Conversation

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… Read More
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Categories: Elder Law
A woman, showing an older woman information about proper incapacity planning on her phone.

Guardianship and Conservatorship

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… Read More
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