Articles

The importance of planning ahead for long-term care

The need for long-term care should be considered during the estate planning process. Recent statistics show that an estimated 60 percent of Americans will need long-term care at some point in their lives. Long-term care is becoming more common as our population ages and life spans lengthen. This is because many people of advanced age […]

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Estate planning in the electronic age: protecting your digital assets

Take a moment to think about your digital footprint. Do you have accounts on sites like Facebook, Twitter, Instagram or Pinterest? What about business networks like those established by industry groups, alumni associations or on LinkedIn? Do you have online access to pay your credit cards, utilities, mortgage, car payments, student loans or other debts? […]

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Due care can help you avoid common estate planning mistakes

Many people avoid estate planning so they don’t have to think about the issue of their own deaths. However, much like taxes, death is inevitable. By understanding our own mortality – and taking steps now to plan ahead – we can protect both our loved ones and our assets after we are gone. Generally, something […]

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Blogs

What is a Special Needs Trust?

If you are someone with a loved one who is considered special needs, you may have more to consider when it comes to estate planning than others. This is a sensitive topic, and you want to ensure your loved one is well taken care of when you pass on. Here are some of the questions […]

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What is a Conservatorship?

If you believe it is time to begin making financial or personal care decisions for a loved one who can no longer do so him or herself, then you may want to learn more about conservatorship. Clients who did not execute estate planning documents when capable of doing so or developmentally disabled adults under the […]

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What is a Trust?

If you are in the process of drafting your will, you are most likely considering creating a trust as well. Doing so will usually help you protect your wealth from taxes and pass on as much as possible to your children. Essentially, you, the trustor, will apply third-party trustee who will help manage your assets […]

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