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Clearing Up Inheritance Expectations Before Everyone Comes Home for the Holidays

Clearing Up Inheritance Expectations Before Everyone Comes Home for the Holidays

There is something special about hearing your children come through the front door for the holidays. Before long, someone is lifting the lid on a

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The Best Time to Make an Estate Plan Is Before You Need One

The Best Time to Make an Estate Plan Is Before You Need One

Estate planning is easy to put off. Work is busy. The kids need something. The house needs attention. Everyone is healthy, and there is always

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Do You Need a Probate Attorney, or Can You Handle Probate Yourself?

Do You Need a Probate Attorney, or Can You Handle Probate Yourself?

Being named executor can feel like an honor. Someone you love trusted you to carry out their wishes. At first, you may think, “They left

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When a Nursing Home Crisis Hits Before You Have a Medicaid Plan

When a Nursing Home Crisis Hits Before You Have a Medicaid Plan

A nursing home crisis rarely begins with a calm conversation around the kitchen table. It may begin with a fall, a hospital stay, or a

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Would Your Estate Plan Hold Up in a Crisis?

Would Your Estate Plan Hold Up in a Crisis?

Most people think of estate planning as something that matters after death. You sign a will, create a trust, name the people you want to

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Estate Planning Keeps Changing. Here’s What Families Need to Know

Estate Planning Keeps Changing. Here’s What Families Need to Know

Most families do not need to follow every new court decision, Medicaid rule, tax election, or change to federal retirement law.   That is our

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Money Isn’t What Leaves a Legacy

Money Isn’t What Leaves a Legacy

Dolly Parton left behind an extraordinary career, incredible generosity, and a lasting impact on millions of people. Yes, she had wealth, but that is not

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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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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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