Planning for Children with Special Needs

+-*Planning for children with special needs Estate planning requires specialized planning when you have a child with special needs. Looking to the future as to how your child will be able to function in the world as they age is particularly tricky to assess. What is the child’s long term prognosis and what type of […]

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Saying “I Love You” With Your Estate Plan

+-*Saying “I Love You” With Your Estate Plan While saying the words “I love you” is indeed romantic, you should know that putting together a well-crafted estate plan is a concrete way to care for your family in the long run. This is because doing so will help prevent your surviving family members from scrambling […]

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Seeing an Estate Planner? Three Key Questions to Ask

+-*Seeing an Estate Planner? Three Key Questions to Ask Hiring an estate planner is an important decision as you are seeking advice on how to protect your loved ones once you are gone. For this reason, it is critical to hire an attorney with good knowledge of estate planning and how to use the tools […]

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Three Tips for Talking About Your Estate Plan During the Holidays

+-*Three Tips for Talking About Your Estate Plan During the Holidays The holidays are right around the corner, bringing the joyous season of gathering with family and loved ones into full swing. It is the time to slow down, get caught up with loved ones, and enjoy the family and experience quality time around the […]

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Trusts – The Swiss Army Knife of Estate Planning

+-*Trusts – The Swiss Army Knife of Estate Planning To the general public, a trust may seem like an advanced tool only for the wealthiest among us. But, the reality is that trusts are a foundational estate planning tool with a solid history for being highly effective in ensuring a person’s wishes are carried out. […]

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Your Fall “Legal Affairs” Checklist

+-*Your Fall “Legal Affairs” Checklist With the fall season upon us, it’s an excellent time to review your legal affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: When was your power of attorney last updated? A power of attorney is a valuable legal document, no matter what the […]

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Power of Attorney Misconceptions

+-*Power of Attorney Misconceptions A durable power of attorney is one of the most important estate planning documents you can have. It allows someone who you appoint (your agent) to make decisions on your behalf in the event you become incapacitated. If you have not appointed an agent then your friends and family may not have […]

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Five Considerations When Selecting a Guardian for Your Children

+-*There is no question that having children changes everything — and estate planning is no exception. If you and your spouse pass away or become legally incapacitated, and arrangements were never made in the event of such an emergency, your minor child or children will have to be placed with a new family. Not surprisingly, […]

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