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Texas Case of No-Contest Will Provision Headed to State Supreme Court

Texas Case of No-Contest Will Provision Headed to State Supreme Court

In 2015, a beneficiary sued the testamentary trustees and executors of a Texas estate for breach of fiduciary duty and also sought an accounting, temporary

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Medicare Now to Reimburse Doctors for Testing Patients for Alzheimer’s or Dementia

Medicare Now to Reimburse Doctors for Testing Patients for Alzheimer’s or Dementia

Finally, after many years of pressure from patient advocate groups, Medicare will begin to reimburse doctors for the time needed to test patients with cognitive

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If it is So Important, Why Doesn’t Everyone Make a Will?

If it is So Important, Why Doesn’t Everyone Make a Will?

No one likes to plan for his or her death, but it’ll happen to all of us, says The Reading Eagle Business Weekly in the

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Retirement in Special Needs Families

Retirement in Special Needs Families

The big challenge for many Special Needs Families is balancing the financial needs of retirement with the long-term needs of a child with a disability.

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Inheritance Do’s and Don’ts

Inheritance Do’s and Don’ts

Receiving an inheritance can inspire mixed emotions. The Reading (PA) Eagle Business Weekly’s recent article, “What to do and what not to do with your

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It’s Not Fair! Will Contests Are Costly and Stressful

It’s Not Fair! Will Contests Are Costly and Stressful

Say that after an extended illness, the older of two brothers passes away. When he died, he was divorced, although he had been married three

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Massachusetts Looks at Changing Special Needs Trusts

Massachusetts Looks at Changing Special Needs Trusts

A recent article in The Boston Globe, “MassHealth may force seniors to make hard choice,” explains that disabled seniors in the state may need to

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Health Care Proxy Details and Other Important Estate Planning Documents

Health Care Proxy Details and Other Important Estate Planning Documents

Thoughtful planning for any contingency when caring for elderly loved ones, means preparing several legal papers and documents in advance of an emergency. You should

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Changes to Estate and Income Tax Now Effective in the Garden State

Changes to Estate and Income Tax Now Effective in the Garden State

Recently effective legislation in New Jersey adjusts the amount of retirement income excluded from the state’s income tax, doubling that amount to $40,000. An increase

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Here’s How to Get Your Affairs in Order

Here’s How to Get Your Affairs in Order

It’s a great idea to get your personal and financial affairs in order, so your children will know where things are, both physically and financially,

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Tips on Downsizing

Tips on Downsizing

Downsizing your home can have a financial effect, especially for your pension and your estate planning. This was the advice in a Starts at 60

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Let’s Understand Estate Planning Basics

Let’s Understand Estate Planning Basics

Can you believe there are still people out there who think estate planning is only necessary for the wealthy? That is not true. A basic

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