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8 Reasons Young People Should Write a Last Will and Testament

Imagine if writing a last will and testament were a pre-requisite to graduating from high school.  The graduate walks across the stage, hands the completed will to the principal, and […]

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People. The Essential Component of Your Estate Plan’s Success

Properly drafted estate planning documents are integral to the success of your legacy and end-of-life wishes.  Iron-clad estate planning documents, written by a knowledgeable attorney can make the difference between […]

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Pooled Income Trusts and Public Assistance Benefits

A Pooled Income Trust is a special kind of trust that is established by a non-profit organization. This trust allows individuals of any age (typically over 65) to become financially […]

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First Party and Third Party Income Trusts, Explained

Generally, a “pooled trust” holds assets for people that have a disability, and/or elderly individuals. The trust is established and run by a not-for-profit organization, which will establish separate accounts […]

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Should you withdraw your Social Security benefits early?

You don’t have to be retired to dip into your Social Security benefits which are available to you as early as age 62.  But is the early withdrawal worth the […]

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Will or Won’t? Things a Will Won’t (or Can’t) Do

Wills offer many benefits and are an important part of any estate plan, regardless of how much property you have. Your will can ensure that after death your property will […]

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Think Treasure Hunts are Fun and Games? Think Again

You’ve had an attorney draft your estate planning documents, including your living trust and will. Probate avoidance and tax saving strategies have been implemented. Your documents are signed, notarized and […]

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What is Estate Tax Portability and How Does it Affect Me?

At the end of 2012, the entire country watched as major changes were made to income tax  laws with the adoption of the American Taxpayer Relief Act of 2012 (ATRA). […]

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2013 Changes to Federal Estate Tax Laws

Changes to income taxes grabbed the lion’s share of the attention as the President and Congress squabbled over how to halt the country’s journey towards the “fiscal cliff.”  However, negotiations […]

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What Does the Term “Funding the Trust” Mean in Estate Planning?

by Lance D. Like I am about the start the estate planning process and have heard the term “funding the trust” thrown around a great deal. What does this mean? […]

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Estate Planning: How are certificates of shares passed down? If I decide to use a living trust, how is the funding handled?

by Lance D. Like Certificates represent shares of a company. There are generally two types of company shares: those for a publicly traded company, and those for a privately held […]

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When to Involve Adult Children in the Estate Planning Process

by Lance D. Like Should I have my adult child join me in the initial meeting with my estate planning attorney? This is an excellent question and one that comes […]

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Important Steps to Plan for the Future of a Special Needs Child

#1 Establish a Comprehensive Plan Most estate planning attorneys will say that no person should use a “do-it-yourself” will kit to establish their estate plan.  If you have a child […]

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Veteran’s Aid & Attendance Benefit: Avoid Scams and Get Trustworthy Advice

Many veterans are unaware of the Aid and Attendance benefit, a component of the Veteran’s Administration Improved Pension that was designed to provide much-needed financial help to elderly veterans and […]

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Advance Planning Can Help Relieve the Worries of Alzheimer’s Disease

The “ostrich syndrome” is part of human nature; it’s unpleasant to observe that which frightens us.  However, pulling our heads from the sand and making preparations for frightening possibilities can […]