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Nov 13, 2024
Setting up the right sort of trust
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Last Modified on Nov 13, 2024

Setting up a trust may not be enough to protect the money…

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Apr 24, 2025
Warnings about signing a nursing home contract
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Last Modified on Apr 24, 2025

Whether your parent has already planned wisely for long-term care or you…

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Apr 24, 2025
Taking care of yourself with a health care…
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Last Modified on Apr 24, 2025

It is easy to sit around and shoot the breeze about favorite…

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Apr 24, 2025
Could an irrevocable trust have a place in…
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Last Modified on Apr 24, 2025

Trying to decide which estate planning tools will work best for your…

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Apr 24, 2025
What is the role of your successor trustee?
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Last Modified on Apr 24, 2025

Answering that question could help you choose who you would like to…

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Apr 24, 2025
Are you hoping to stay home as you…
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Last Modified on Apr 24, 2025

You love your home. It is where you made many memories with…

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Nov 13, 2024
4 steps to keep your assets in the…
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Last Modified on Nov 13, 2024

If you have high-value assets, you may be concerned about what will…

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Apr 24, 2025
How can a trust elevate my estate plan?
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Last Modified on Apr 24, 2025

If you are ready to consider how you want to distribute your…

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Nov 15, 2024
Three reasons to make a will while you’re…
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Last Modified on Nov 15, 2024

Reason 1: With a will, you decide Dying without a will means…

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Jan 10, 2025
Build backup plans into your power of attorney
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Last Modified on Jan 10, 2025

Your estate plan will designate a person (an “agent”) who will exercise…

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