Insights & Guidance

Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.

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Better to Play it Safe: Proactive Estate Planning and Cognitive Impairment
Uncategorized

September 9, 2024

Better to Play it Safe: Proactive Estate Planning and Cognitive Impairment

Proactive Estate Planning: Most financially savvy individuals begin planning their estate when they’re in peak mental shape. The idea that this might ...

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Are Pensions Treated the Same in Your Estate Plan as Other Retirement Accounts?
Uncategorized

September 2, 2024

Are Pensions Treated the Same in Your Estate Plan as Other Retirement Accounts?

Are Pensions Treated the Same in Your Estate Plan as Other Retirement Accounts? The first private pension plan in the United States was established in...

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Estate Planning: Answering Common Questions of Senior Citizens
Estate Planning

August 27, 2024

Estate Planning: Answering Common Questions of Senior Citizens

Estate Planning: According to a study conducted by Caring.com, the percentage of people aged fifty-five and older who have created a will has fallen.....

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Beware of Unequal Contributions When Purchasing a House
Estate Planning

August 20, 2024

Beware of Unequal Contributions When Purchasing a House

Purchasing a House: At a time of record home unaffordability, more people are teaming up with friends and relatives to realize the home ownership drea...

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Are You Single with a Minor Child? If So, You Need a Plan
Estate Planning

August 13, 2024

Are You Single with a Minor Child? If So, You Need a Plan

You have a minor child who depends on you for their survival, so you need to make sure that they will be cared for if you are ever unable to care for ...

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Special Needs Trust: Third-Party Supplemental Needs Trusts
Estate Planning

August 6, 2024

Special Needs Trust: Third-Party Supplemental Needs Trusts

Special Needs Trust: If you want to provide for a loved one who is disabled or has special needs when you are no longer here, care must be taken to en...

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Planning a Barbecue Is Like Planning Your Estate
Estate Planning

July 30, 2024

Planning a Barbecue Is Like Planning Your Estate

Planning Your Estate: The beginning of summer signals enjoying warm-weather activities, including backyard barbecues with friends and family.

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Investment and Distribution Trustees: Why Would I Need Both?
Estate Planning

July 23, 2024

Investment and Distribution Trustees: Why Would I Need Both?

When creating a trust, it is common to name yourself as the initial trustee who is responsible for all aspects of administering the trust.

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How to Talk to Mom and Dad about Creating an Estate Plan
Estate Planning

July 16, 2024

How to Talk to Mom and Dad about Creating an Estate Plan

Estate Plan: Conversations about death and dying are rarely fun. Most people avoid them because they invoke feelings about our inevitable demise.

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