Why Is Estate Planning Review Important?
March 9, 2022
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Your estate planning is done, but is it? A periodic review is an important ongoing step to your planning.
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Do I Need an Attorney for Probate?
March 7, 2022
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A competent elder law or estate attorney can discuss and use, where appropriate, such provisions as the family exemption, benefits to prepaying inheritance tax, even where the tax return is not yet complete and a listing of itemized deductions.
How Do You Pass Down a Vacation Home?
March 1, 2022
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If you do not plan appropriately and thoughtfully, problems may arise with respect to this property and your family when you are gone.
When should a Guardian or Conservator be Appointed?
February 25, 2022
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Seeking a guardianship for a loved one is a decision that shouldn’t be taken lightly. Here’s how the process works.
Does Your Will and Estate Planning Documents Need to Be Updated?
February 23, 2022
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It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.
How to File Tax Return When Mom Passes Away
February 21, 2022
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No one likes doing taxes, but the task is even more daunting when filing a return for someone who has died.
What are the Biggest Tax Mistakes in Wealth Transfer?
February 18, 2022
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We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?
What are Common Mistakes People Make with Living Trusts?
February 16, 2022
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Of course, just because you have a living trust doesn’t mean you are all set. Here are a few of the most common mistakes people make with their living trusts.
What Legal Terms in Estate Planning do Non-Lawyers Need to Know?
February 14, 2022
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For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.
What Is the HEMS Standard?
February 11, 2022
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The ‘HEMS’ (health, education, maintenance, support) standard in estate planning is used to guide trustees in how/when they should release funds to a beneficiary.
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