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What is Your Plan, Cont.?

Decision Makers When creating an estate plan, attorneys focus on who will get property, at what time and in what manner. Certainly those are important prongs of a complete plan to focus on, but they are not the only issues. A solid client-centered plan will also focus on who will fulfill each crucial role of [..]

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IRS Telephone Scams

PRESS RELEASE For Immediate Release October 6, 2016 October 17–23, 2016 is National Estate Planning Awareness Week. And soon after it’s Halloween, time for a little fun and fright. But you should always beware of predators trying to steal your life savings! Tech-savvy criminals posing as Internal Revenue Service officers are trying to bilk unsuspecting [..]

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Personalize Your Estate Plan

Many conversations on estate planning center around whether you might needs a trust and whether it should be revocable or irrevocable. But an issue that destroys families is having to make healthcare decisions and legal and financial decisions without knowing your wishes. In many cases, families don’t fight over the money, they fight over what [..]

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Estate Planning For Blended Families

There are many challenges associated with blending families, including estate planning. Blended families, or step-families, are families where at least one spouse has children from a previous relationship. One example would be a second marriage in which the husband and wife have children from a previous marriage, or one does and one doesn’t. The question [..]

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Estate Planning Workshops in November

Don’t Wait Until It Is Too Late. Don’t miss your chance to grab your spot – Estate Planning Workshop: How to Protect Your ‘Stuff’ in 3 Easy Steps I offer free estate planning workshops covering frequently asked questions and misconceptions on: Wills & Trusts Asset Protection Nursing Home Issues Medicaid Qualification Estate Taxes Tue, Nov [..]

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Government Insurance Options for Military Service and Family Members and Veterans

Insurance should be considered as part of any complete estate plan. For military service and family members and veterans, the U.S. Government offers the following options: Service members’ Group Life Insurance (SGLI) – term life insurance coverage for eligible service members that extends until 120 days after separation from service. In 2016, coverage under SGLI [..]

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What is Your Plan?

What do you want your estate plan to do? The number one answer I receive is, “I want stay in control.”  The second issue I hear is, “I don’t want to become a burden to my loved ones,” and third is, “I want to keep it simple.” But the only way to stay in control [..]

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