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The Role of the Elder Law Attorney

Elder law encompasses a wide range of legal issues pertaining to elderly or disabled persons. Attorneys practicing elder law advocate for seniors and create legal plans to help them live better. Elder law may include planning for retirement, Social Security,…

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Unmarried Couples’ Estate Planning

The number of older Americans who are widowed or divorced is at an all-time high, prompting new partnerships in their lives. The US Census Bureau reports that more than half of all older adults have only married once, opting to stay legally…

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Understanding How a Family LLC Can Benefit Your Estate Plan

Limited liability companies (LLCs) exist structurally between partnerships and corporations. Frequently, small business owners are aware of the benefits of this hybrid legal entity for financial management, yet an LLC has equal benefits for estate planning as well. In the…

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Inflation Management for Retirees and Near-Retirees

Inflation will continue to rise in the United States into 2023 unless significant course corrections are made. Bankrate’s Third-Quarter Economic Indicator poll projects inflation will be more significant than previous expectations over the coming twelve to eighteen months. Even in the…

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Financial Planning for Your Parents

The experts agree that you should not wait until your parent is in cognitive decline to discuss finances with them. It will take time to gather all the information you need for a complete financial assessment of their aging needs.…

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It is Now Easier to Avoid Estate Taxes

The IRS adjusted the portability strategy of deceased spouse unused exclusions on July 8, 2022. This adjustment made it easier than ever for high-net-worth married couples to avoid paying federal estate taxes. Understanding the Portability of a Deceased Spousal Unused…

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Timeline of Probate

The probate process is the formal recognition of a will, the selection of a personal representative (executor), and the distribution of the estate's assets to those who are intended to benefit from them. It also requires paying the decedent’s outstanding…

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Letters of Intent are Important

Your letter of intent (LOI) is a valuable piece of your estate planning, and although it is informal, it can be a powerful representation of your intentions after you pass away. Everyone knows they need to make a will, but…

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Does Early-Onset Alzheimer’s Affect You?

You may feel like you are experiencing early dementia, but it may be something else altogether. Of the 5.3 million Americans with Alzheimer’s Disease, approximately 200,000 are under the age of 65. Known as Early-Onset Alzheimer’s, the disease typically strikes people…

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Your Marital Status Affects Social Security Benefits

Marriage, divorce, or losing a spouse are all emotional experiences, but they are also financial ones. One thing to think about is how marital status changes your social security benefits. Understanding your options in different situations removes the burden of decision-making…

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