Does a New Decade Mean You Should Review Old Estate Plans?

Does a New Decade Mean You Should Review Old Estate Plans?

An estate plan is something each of us needs in our lives to ensure that we are protected against any circumstance. Unfortunately, for the majority of Americans today, research continues to tell us that they have not begun to complete the estate plan that they need. When you have an estate plan, however, what you may...
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5 Trust Funding Dos and Don’ts In The New Year

5 Trust Funding Dos and Don’ts In The New Year

Do you have an estate plan right now or are you considering creating one this year? Does it include trust planning? Trust agreements can be a powerful tool in your estate planning arsenal. Depending on the type of trust you create with your estate planning attorney there are many goals you can create and achieve. For...
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Tips on How to Talk to an Aging Loved One About Their Driving

Tips on How to Talk to an Aging Loved One About Their Driving

During the holidays, many of us have the opportunity to spend more time with our loved ones who we do not regularly have the chance to visit. This often includes our parents and grandparents, who no longer live close to us. As you spend time together, are you worried about an older family member’s driving? We know...
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Mediation: It’s Not Just for Child Custody Issues

Mediation: It’s Not Just for Child Custody Issues

Mediation is a form of conflict resolution in which feuding parties attempt to settle their differences with the assistance of a trained third-party, known as a mediator. It’s a preferred, and sometimes mandatory, method for addressing child custody disputes, but the process is also well-suited for other areas of...
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Is Traditional Medicare Worth It?

Is Traditional Medicare Worth It?

In order to decide if traditional Medicare is worth it, the senior citizen must first confirm that the Alternative Medicare Advantage plan to be provided within his or her geographic territory can provide satisfactory health care. This is because a Medicare Advantage plan is owned by a private company that provides...
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4 Ways to Help an Aging Parent with Estate Planning

4 Ways to Help an Aging Parent with Estate Planning

Did you realize that more than half of Americans either lack an estate plan, or have one that is out-of-date? That is taking an enormous, and unnecessary, risk. Why? The reason is simple. If you do not decide how to protect and pass on your wealth, then the state can, and your loved ones may not like it. How do we...
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How Could the Secure Act Impact Your IRA-based Estate Planning?

How Could the Secure Act Impact Your IRA-based Estate Planning?

Did you know that bequeathing Individual Retirement Accounts (IRAs) is becoming more prevalent? This may be because the Baby Boomer generation is the first generation that has created retirement wealth in IRAs. The proposed SECURE Act, however, may require the IRA owner to make some changes to his or her IRA estate...
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Balancing Back-to-School Needs for Divorced Parents

Balancing Back-to-School Needs for Divorced Parents

Back-to-school season can be stressful and overwhelming for all parents, but for parents who are divorced, it can become more complicated. Deciding who will purchase school supplies, who will be there on the first day of school, and whether both parents’ names are listed on important school forms are just a few...
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