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You’ve Been Named a Beneficiary. What Happens Next?

You’ve Been Named a Beneficiary. What Happens Next?

Learning that you have been named as a beneficiary can bring a mix of emotions.   You may feel grateful that someone thought of you.

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Divorce Is Final. Is Your Estate Plan Still Living in the Past?

Divorce Is Final. Is Your Estate Plan Still Living in the Past?

Divorce changes nearly every part of life. Property is divided, accounts are separated, living arrangements shift, and families begin adjusting to a new reality.  

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Will or Trust? How to Choose the Right Estate Plan for Your Family

Will or Trust? How to Choose the Right Estate Plan for Your Family

Many people begin estate planning with the same question: Do I need a will or a trust? It sounds like a simple choice. A will

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The Most Common Medicaid Myths That Cost Families

The Most Common Medicaid Myths That Cost Families

“My neighbor told me we should just put the house in the kids’ names.”   It is amazing how often conversations about Medicaid planning begin

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What Probate Really Feels Like for a Family Already Grieving

What Probate Really Feels Like for a Family Already Grieving

Most people think probate is a legal process.   Families experience it as an emotional one.   When someone you love passes away, you expect

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What Really Happens to a Family After Someone Passes Without a Will?

What Really Happens to a Family After Someone Passes Without a Will?

No family expects to have all the answers after losing someone they love.   In the days following a death, emotions are already running high.

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What Trustees Wish They Knew Before Someone Passed

What Trustees Wish They Knew Before Someone Passed

Karen thought being named trustee was simply a sign that her father trusted her most.   That was before the phone calls started.   Three

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The Trust Was Signed… So, Why Is the Family Still Going Through Probate?

The Trust Was Signed… So, Why Is the Family Still Going Through Probate?

One family believed everything had already been handled.   Years earlier, their father had worked with an attorney to create a trust. He signed the

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Assets Are Transferring. But Clarity Is Not.

Assets Are Transferring. But Clarity Is Not.

There is a massive shift happening in families across America right now.   Over the next two decades, experts estimate that between $84 trillion and

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7 Estate Planning Mistakes That Can Quietly Undermine Your Family’s Legacy

7 Estate Planning Mistakes That Can Quietly Undermine Your Family’s Legacy

Mom and Dad worked hard. They paid off the house, built their savings, and made responsible choices over the years. They reassured the family that

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How One Small Decision Can Cost You Medicaid: The Mistakes Families Never See Coming

How One Small Decision Can Cost You Medicaid: The Mistakes Families Never See Coming

“We Thought We Were Doing the Right Thing.”   That is how these conversations almost always begin.   A daughter sits across from our team,

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What Happens If You Become Incapacitated Without a Power of Attorney?

What Happens If You Become Incapacitated Without a Power of Attorney?

It often starts with an ordinary day.   A phone rings on a Tuesday morning, and in a single moment, everything changes. A daughter hears

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