Gifts and Estate Plans

August 19, 2019

Estate plans are an essential part of crafting a firm and stable foundation for you, your family, and your loved ones.  An estate plan likely will have a variety of components, each designed to achieve a particular goal.  For example, a power of attorney will allow you to designate someone to act on your behalf […]

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Naming a Charity as Beneficiary to Your Estate Plan

August 16, 2019

Executing a well-done estate plan means that you can help plan stability for your future and the future of your family and friends.  With an estate plan, you can set up trusts, execute a power of attorney, draft a living will, or a last will and testament, just to name a few potential instruments.  In […]

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Reverse Mortgages and Your Estate Plan

August 15, 2019

The American Dream typically includes owning a home, where you can raise settle down and raise your family.  For many people, the family home is one of the most substantial and costly assets they have, and is a central component in their estate plans.  However, after retirement, unanticipated health issues, turns in the investment market, […]

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Common Mistakes in Estate Planning

August 5, 2019

Planning for the future is the goal of your estate plan.  A good estate plan can help you structure your finances, help your grandchildren attend college, and dictate who should make your medical decisions in case you are incapacitated, just to name a few issues.  An estate plan requires some important attention to detail, as […]

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Why Adopt – Social Security, Pensions, and Financial Considerations

July 31, 2019

There are many reasons for adopt.  Most people think immediately of the emotional connection with the children and cementing the stability of the family unit.  Although those are very important considerations and should be the primary motivating factor behind the decision to complete an adoption, there are also financial reasons that need to be taken […]

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Estate Planning and Debt

July 5, 2019

Most people work very hard to reduce or even eliminate debt as much as possible.  Despite our best efforts, however, most people will have debt throughout their lifetime, including at the time of their death.  Debt can range in types from mortgages on real estate, unsecured credit card debt, or medical debt from end of […]

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When Is Probate Required?

July 3, 2019

The end of life for your family member or loved one is a difficult time.  In addition to moving forward with the funeral arrangements, notifying relatives, and managing your own grief, there are other administrative and legal issues that must be attended to.  Probate is often one of the most important issues that needs to […]

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Choosing the Right Estate Planning Documents

July 2, 2019

Everyone knows that planning for the future is important.  Having a thorough and adequate plan can help you attain your goals while providing stability for you and your family.  An estate plan is an essential component of a complete plan for your future.  Estate planning is highly fact specific, and just as no two families […]

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Who Do I Have to Leave Assets to In a Will?

June 28, 2019

Planning for the future can be an exciting time, as you think about your goals and dreams and how you may be able to achieve those benchmarks.  An estate plan can help you achieve your goals by providing stability and structure.  One of the most common documents included in estate plans is a last will […]

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Power of Attorney – Establishing and Revoking

June 27, 2019

Estate planning can involve a wide variety of tactics and written instruments.  Trusts, last will and testaments, and guardianship designations are just a few examples of estate planning instruments that may be part of your plan.  A power of attorney is another type of estate planning instrument that can be very useful.  A power of […]

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