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Selling a Recently Departed Parent’s Home

  • April 6, 2020

It’s an emotionally trying time. Mourning the loss of a parent is magnified, when the family home has to be emptied out and sold soon after they pass away. If other siblings live far away, it usually falls to the…

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How Does a Spendthrift Trust Work?

  • April 3, 2020

There are many different kinds of trusts, including ones designed to safeguard an inheritance. The spendthrift trust is a good tool in the estate planning toolbox for individuals who, for whatever reason, can’t manage money. Sometimes families need to recognize…

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Why Everyone Needs a Plan for Digital Assets

  • March 26, 2020

Now that so much of our lives are lived online, we need a plan to prevent the loss of digital assets that include treasured family memories, financial accounts and, in some cases, entire businesses. The loss of a spouse creates…

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Covid-19

Telehealth Services Coming to the Forefront of Medical Care

  • March 24, 2020

In response to the COVID-19 outbreak, the Centers for Medicare & Medicaid Services (CMS) recently announced that it has increased access to Medicare telehealth services. This means that Medicare beneficiaries can receive more benefits from their doctors without having to…

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When Was the Last Time You Reviewed Your Will?

  • March 20, 2020

If you don’t remember the last time you reviewed your will, checked your beneficiaries on insurance policies or retirement accounts, that’s a big red flag: it’s time. There have been many changes in recent years to the laws that affect…

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How Do I Know if I’m a Beneficiary?

  • March 18, 2020

The rules for distribution notification depend upon a number of factors: is there a will or are the estate assets being distributed outside of probate? What if there’s no will? If a person dies with a will, their will must…

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