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  • Home
  • Start Here
    • Becoming a Client
    • Our Story
    • Our Approach & Values
    • Meet the Team
  • Practice Areas
    • Estate Planning, Wills, and Trusts
      • Estate Planning
      • Trusts
      • Wills
      • Power of Attorney
      • Deeds & Real Estate Transfers
    • Specialized Planning
      • Minor Children
      • Special Needs Trusts
      • Asset Protection Planning
      • Irrevocable Trusts
    • Elder Care
      • Long term Care
      • Medicaid (ALTCS)
      • Guardianship
    • Probate
      • Do I Need Probate?
      • Avoiding Probate
      • Trust Administration
    • Business Planning
      • Business Formations
      • Business Succession Planning
      • Operating Agreements
      • Employment Agreements
  • Testimonials
  • Resources
    • Estate Planning Blog
      • Estate Planning
      • Elder Law
      • Probate
      • Business Succession
      • Guardianship
    • Videos & Recordings
    • Seminars & Webinars
    • Free Estate Planning Masterclass
    • Educational Library
    • Estate Planning Resources For Professional Advisors
    • FAQs
    • Media Room
  • Contact Us
    • Schedule Strategy Session
    • Office Locations

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Why You Should Consider Estate Planning Alternatives to Avoid Guardianship as You Age
Elder Law

Why You Should Consider Estate Planning Alternatives to Avoid Guardianship as You Age

This article discusses the need for protection as we age, what guardianship is and how powers of attorney (POAs) are alternative estate planning strategies that give you more control.

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June 4, 2024
Preserving Your Legacy: Estate Planning for Landowners
Asset Protection

Preserving Your Legacy: Estate Planning for Landowners

As a landowner, planning for the future and ensuring that your property is preserved and passed down to future generations is essential. This article explores how estate planning can help landowners safeguard their legacy and ensure continuity for their family farm or ranch.

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June 3, 2024
What Is the Primary Purpose of a Revocable Trust?
Asset Protection

What Is the Primary Purpose of a Revocable Trust?

Revocable trusts are much more common than irrevocable trusts because they provide many important estate planning benefits.

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May 31, 2024
How are Retirement Plans Handled in an Estate Plan?
Estate Planning

How are Retirement Plans Handled in an Estate Plan?

Many an estate plan has gone awry due to a misunderstanding of how retirement plan benefits work or a failure to consider retirement plan beneficiary designations as part of an overall estate plan.

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May 30, 2024
Why Appointing a Guardian for a Minor Child Goes Beyond the Will
Estate Planning

Why Appointing a Guardian for a Minor Child Goes Beyond the Will

This article emphasizes the importance of not just appointing, but also connecting a child with their potential guardians, ensuring they’re cared for by trusted family or friends.

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May 29, 2024
An Estate Plan Question: How Do My Heirs Receive Their Money?
Asset Protection

An Estate Plan Question: How Do My Heirs Receive Their Money?

This article explores trusts, distribution methods, and how a trust can make it easier or harder for heirs to receive the money.

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May 28, 2024
Why Estate Planning for Veterans and Active Military Is Important and What Documents are Essential
Elder Law

Why Estate Planning for Veterans and Active Military Is Important and What Documents are Essential

This article explores the importance of estate planning for veterans and active military personnel and the essential documents to include in your estate plan.

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May 27, 2024
What are the Disadvantages of Dying without a Will?
Estate Planning

What are the Disadvantages of Dying without a Will?

People who die without a will can leave a thicket of probate problems for loved ones.

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May 24, 2024
Can You Support a Child with Special Needs?
Estate Planning

Can You Support a Child with Special Needs?

Families that include individuals with special needs require planning to secure their loved ones’ security in the future, both in legal and financial terms. There’s usually no expectation of the child becoming an independent adult, so careful planning is needed, as advised in the recent article “Financial Planning for Families with Disabilities” from Wealth Management. Many families neglect planning for their retirement, focusing all their resources on developing a plan for their disabled child. However, retirement and their child’s future need to be secured, which is where an estate planning attorney can help. In 2014, Congress created The Achieving a…

Read More »
May 23, 2024
Safeguarding against Financial Exploitation: Estate Planning for Cognitive Decline
Elder Law

Safeguarding against Financial Exploitation: Estate Planning for Cognitive Decline

As family members and caregivers notice signs of cognitive decline in loved ones, it is essential to take proactive steps to safeguard assets.  Seeking guidance from an elder law attorney to navigate complex planning issues as well as guard against financial exploitation reduces vulnerability to fraud.

Read More »
May 22, 2024
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