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A Continuum in Estate Planning
I have a picture on my desk of my beautiful daughter at age 3 months, taken on one of the proudest days…
What is Legal Capacity?
Certain legal documents can be extremely helpful, even critical, when dealing with long-term and end-of-life care planning. However, unless a person…
Planning with Mortgaged Property
There are special considerations when clients have a mortgage or anticipates the need for a future mortgage. When dealing with residential mortgages,…
“Funding” Your Trust
For purposes of this article, assume you have made the smart choice of creating a Trust which is drafted perfectly for your…
What Happens to Debts on Death?
Hopefully, you realize debts do not just “disappear” on death. Generally, the deceased person’s debts must be paid out of their remaining…
Do Joint Bank Accounts Create a “Right of Survivorship”?
For this discussion, we are assuming a hypothetical checking account owned by an elderly Widow on which she had recently added the…
Consumer Fraud Continues to Grow
Consumer fraud continues to grow and the fraudsters continue to find new and innovative ways to separate you from your money. Consumer…
While Organizing for Tax Return Preparation, Keep Your Estate Planning Needs in Mind
My accountant follows the recommended practice of sending her clients an organizer every year in the hope that clients will more easily,…
HOW YOU CAN BUILD AN ESTATE PLAN THAT INCLUDES ASSET PROTECTION
When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the…
WHAT ESTATE PLANNING AWARENESS MEANS FOR YOU
Estate planning, including Advance Directives, is important for everyone regardless of wealth or family status. If you become incapacitated or pass away…
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