Linda's Guide to Leaving a Legacy
Legal Perils of Joint Ownership between Unmarried Couples
Cohabitation without marriage is becoming more common in the United States. When you live with a romantic partner, it may feel as though you share ...
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Steps to Take When a Loved One Dies
Losing a loved one can be overwhelming especially the first couple of weeks after your loved one passes away; it is important to keep in ...
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Happy Valentine’s Day!
Valentine’s Day is a special time when couples and families express their love and appreciation for each other. One way to show your love is ...
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Myths and Frequently Asked Questions – Standalone Retirement Trust
Myth: Individual retirement accounts (IRAs) are exempt assets in bankruptcy. Fact: The federal Bankruptcy Code protects up to $1 million of assets (adjusted for inflation ...
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Wills vs. Trusts: In Plain English
Everyone has heard of wills and trusts, but most are “fuzzy” about the difference between them as they are rooted in complicated, centuries-old law. Let’s ...
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Important Milestones You Can Incorporate in Your Estate Plan
Life is full of contingencies. While some outcomes are relatively certain, other events are more difficult to predict. This uncertainty can create estate planning challenges. ...
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Estate Planning Issues for the Modern Family
As the name suggests, ABC’s TV show Modern Family depicts the relationships and experiences between a fictional extended family. Throughout the course of the series, ...
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Legal Perils of Gifts between Unmarried Couples
Gifts that are given purely out of affection can create unintended consequences. This includes gift taxes and the relinquishing of control over the gift once ...
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5 Ways to Show Appreciation to a Caregiver
November is National Home Care and Hospice Month, and Home Care Aide Week takes place the second full week of the month, November 12-18, 2022. The following is ...
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Choosing a Gift to Give to a Charity
Since it is the giving season, let’s talk about charitable giving! You are not limited to donating cash to a public charity. Certain accounts or ...
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Sometimes, Two Heads Are Better Than One
Your friends, family, and colleagues may play an important role in your estate plan. It is vital to appoint a fiduciary to act on your ...
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ESTATE PLANNING “TALK” AT THE THANKSGIVING TABLE!
Thanksgiving is one of the best opportunities of the year to share quality time with loved ones. It’s also one of the only chances many ...
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A Month of Thanksgiving – Your Legacy!
The month of November is about reflecting on those things for which we are thankful. Estate planning includes more than just financial and legal matters. ...
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Celebrity Horror Stories: Estate Planning Gone Wrong Part 2
Inadvertently Omitting a Child Michael Critchton. The famous author was survived by his fifth wife, who was pregnant. His will didn’t anticipate the birth of ...
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Celebrity Horror Stories: Estate Planning Gone Wrong
Not Updating A Plan Whitney Houston. Ms. Houston’s estate climbed to $12 million between when her will was written in 1993 her death in 2012. ...
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Celebrity Horror Stories: Estate Planning Gone Wrong – No Plan
Sonny Bono. Mr. Bono died after a skiing accident. He had no will, no trust. His estate was tied up in probate court for years. ...
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Domicile versus Residence
Legally there is a significant difference between one’s “domicile” and one’s “residence.” You can have as many residences as you want, but you can have only one domicile. ...
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Powerful Provisions in Your Financial Power of Attorney
In a financial power of attorney, you designate a trusted decision maker (agent or attorney-in-fact) to act on your behalf if you become disabled or ...
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Three Steps You Can Take Now to Protect Your Artistic Legacy
An estate plan crafted by an experienced estate planning attorney is a legally enforceable set of documents that allows you to name who will have ...
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