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Senior Second Marriage and Estate Planning

June 3, 2022
More Americans are now getting married over the age of 65 than ever before. Even though this may be a second or third marriage for many, caregivers should nevertheless be aware of certain aspects that shouldn’t be ignored amidst all the wedding plans and celebrations.
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What Is a Digital Estate Plan?

June 2, 2022
It’s not pleasant to think about death or a medical emergency that could put you out of commission, even temporarily. However, one of the greatest gifts you can give to a loved one is preparing for those scenarios.
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Why Have a Joint Revocable Trust?

June 1, 2022
Establishing a joint revocable trust can be an ideal estate planning tool for the benefit of your children, grandchildren and beyond.
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Will Estate Tax Exemption Change In 2022?

May 31, 2022
Which tax-free transactions will trigger an estate tax, if the taxpayer dies after the higher exemption amount sunsets?
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How Do I Conduct an Estate Inventory?

May 30, 2022
An important task for an executor is submitting a detailed inventory of the estate to the probate court. What's Included?
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What Do I Need to Do Right after Spouse Dies?

May 27, 2022
Losing a loved one is never easy, even if you were anticipating the loss. During the hours and days following the death of a spouse or a close family member, you may be in shock and you will likely be disoriented, emotional and feeling like you’re in a constant fog.
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Is Putting a Home in Trust a Good Estate Planning Move?

May 26, 2022
Homes are illiquid assets that produce no income and come with ongoing costs for upkeep. Those issues can cause some snags with your trust.
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What Is a Pour-Over Will?

May 25, 2022
A pour-over will is a particular kind of will created to work with a trust, with a goal of facilitating the transfer of assets if the person creating the trust (the grantor) has not transferred all of their assets into the trust.
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When a Spouse Dies, Does Survivor Get Their Social Security Benefits?

May 24, 2022
When you’re gone, your spouse’s income will take a major hit–one that can be worsened significantly, if you make the wrong decision about when to claim.
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Does Power of Attorney Perform the Same Way in Every State?

May 23, 2022
A power of attorney is an estate planning legal document signed by a person, referred to as the “principal,” who grants all or part of their decision-making power to another person, who is known as the “agent.” Power of attorney laws vary by state, making it crucial to work with an estate planning attorney who is experienced in the law of the principal’s state of residence.
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