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Planning to Make Your Life Extraordinary

One of the best parts about doing the work that our firm does is that we get to help people evaluate their priorities and define for themselves what is truly important. Sometimes it’s too easy to [...]

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It’s Never Too Early to Make Your First Will

We’d like to share with our readers a recent article in Forbes entitled How To Write Your First Estate Plan. This article supports something we’ve been saying in our blog all along: That everyone [...]

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Knowledge and Communication is Key to Avoiding Family Fights

Do your adult children know which of them will be your power of attorney if something happens to you? Most people don’t want to think about Alzheimer’s, dementia, or getting old; and those who [...]

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5 Essential Tips for Executors or Trustees

Serving as executor or trustee of a will or a trust is an honor… but it’s also a job—a BIG job—and not one to be taken lightly. The role of executor or trustee can be one of great financial [...]

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Non-Traditional Couples Face Estate Planning Challenges

The new estate tax laws (with their friendly bent toward the taxpayer) have been cause for celebration for many wealthy and affluent Americans, but there is at least one group which has not had [...]

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Making Plans for Aging at Home

There used to be very few options for seniors who began to have trouble living on their own. In many cases the only options available were to move in with family or move into a nursing home. Now, [...]

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Excuses, Excuses… Why You Don’t Have a Healthcare Directive

What is keeping you from signing a healthcare directive? A recent article in Reuters mentions that only 2 out of 5 U.S. citizens have some kind of healthcare directive, and that our own U.S. laws [...]

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Government Rescinds Medicare Coverage of End-Of-Life Planning

Apparently the suspicion surrounding end-of-life planning is not as far in the past as we might have hoped. The recent Medicare regulation which would have allowed the government to pay doctors [...]

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No More Excuses, It’s Time To Plan Your Estate

The dust surrounding all the estate tax law “remodeling” is finally settling, and it’s time now for families to give their old (or future) estate plans some serious scrutiny. For all of you who [...]

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A Low-Pressure (And Fun) Way to Discuss Legacy and Estate Planning

The hardest part of legacy planning or estate planning isn’t necessarily choosing the right fiduciaries, or deciding how to distribute your wealth fairly among your loved ones… the hardest [...]

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