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7 Estate Planning Resolutions to Make Now

7 Estate Planning Resolutions to Make Now

Given the uncertainty surrounding estate planning legislation, not to mention the fact that the busy holiday season is now upon us, we may be reluctant to focus on our estate planning goals. Now is the perfect time to ensure that your estate plans are in shape for whatever the future holds—and here are seven estate Read More

Should I get a will or trust or both?

Should I get a will or a trust? Its an age old question, and like any good legal question, all it does is lead to more questions. However, the simple answer is that in most cases you should have both. The three main purposes for having a trust are, in no order of importance, 1.) Read More

Planning for families with minor children

If you are a family with minor children, then it is important you have an enforceable will or writing to appoint a guardian and conservator in case something happens to both parents. “Something happens” can mean both parents die or become incapacitated at the same time and are rendered unable to make legal decisions on Read More

Government Benefits & Special Needs Trusts

When planning one’s estate, an attorney must analyze whether or not there may be heirs who have special needs and rely on government assistance for support. Such government assistance programs involved in this type of planning are commonly known as Social Security Disability (“SSD”), Supplemental Security Income (“SSI”), Medicare and Medicaid. Below is a brief Read More

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