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Good Fences

You have probably heard the expression “good fences make good neighbors”.   The phrase became widely known from a Robert Frost poem…

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Testamentary Trusts

The term “Testamentary Trust” refers to the way in which a trust is created.  A Testamentary Trust is designed in a Last…

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A New Estate Planning Option: Transfer on Death Deeds

In a prior article I wrote about the potential benefits, or nuts and bolts, of “Pay on Death” designations as an efficient…

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What is Probate?

There is a frequent misconception that if you have a Will, your estate will avoid Probate.   If there is a Will,…

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Practical First Steps When a Loved One Dies

The amount of paperwork and complex procedure involved in winding up a person’s final affairs is a big responsibility and may take…

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What is Probate?

There is a frequent misconception that if you have a Will, your estate will avoid Probate.   If there is a Will,…

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Testamentary Trusts

The term “Testamentary Trust” refers to the way in which a trust is created.  A Testamentary Trust is designed in a Last…

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Nursing Home Crisis Strategies — Spousal Refusal

When dealing with Nursing Home budgeting, Medicaid income and asset rules are strict.  Because the cost of care is very high, most…

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ARE YOUR DOCUMENTS FOLLOWING THE SAME SCRIPT? BASICS OF BENEFICIARY FORMS AND ESTATE PLANNING

In the event of your untimely death, the manner in which your beneficiaries — or those people who receive your assets from…

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THERE’S NEVER A BETTER TIME THAN NOW TO GET YOUR AFFAIRS IN ORDER

The idea of getting your financial and legal house in order is likely the last thing on your mind during the busy…

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