Creating an estate plan typically begins with deciding who should inherit your estate assets when you are gone. Sometimes, however, there is someone …
Should I Purchase Long-Term Care Insurance?
Hopefully, you have considered the possibility that you (or a spouse) will end up in long-term care. Although most of us prefer to envision living out …
How Do I Amend My Will?
While many people choose to incorporate a trust agreement into their estate plan, a Last Will and Testament continues to serve as the cornerstone of …
How Does “Portability” Work?
For many people, an important estate planning goal is tax avoidance. After all, who wants to lose part of their estate to federal gift and estate …
Making a Charity the Beneficiary of a Trust
For many people, philanthropy is part of their everyday life. If you are someone who believes strongly in charitable gifting, you may wish to continue …
How Is Estate Planning Different for Couples Without Children?
Estate planning too often focuses on couples with children who wish to decide how and when to pass down an inheritance to future generations. …
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Grandparents and Gifting – Why a Living Trust May Be Best
If you are fortunate enough to be a grandparent, you understand the joy a grandchild brings into your life. Becoming a grandparent may also prompt you …
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What Is a Memorandum of Intent?
If you are the parent of a child with special needs, you know that there are practical and financial challenges you must face raising a child with …
How Does Getting Remarried Impact an Estate Plan?
An important focus of your estate plan, if you are married, is likely ensuring that your spouse is financially protected in the event of your death. …
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