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August 8, 2023

How to Address Mental Health in Estate Planning: Children

Addressing mental health in estate planning, especially concerning children, is a sensitive and vital aspect that requires thoughtful consideration and empathetic planning….

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July 25, 2023

Preserving Family Harmony: Strategies to Prevent Will Conflicts

Will conflicts within families can be emotionally and financially draining, leading to strained relationships and lengthy legal battles. Fortunately, there are several…

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July 18, 2023

Building a Lasting Legacy: Top Ideas for Creating a Meaningful Impact, Regardless of Wealth

Creating a legacy is not limited to those who consider themselves rich. Regardless of financial status, there are numerous ways to leave…

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July 11, 2023

Visting Elderly Relatives During the Summer

The summer is filled with the warm sun, hot temperatures and plenty of fun events that you can attend throughout these months….

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July 4, 2023

Addressing Mental Health in Estate Planning: Spouses

Addressing mental health in estate planning, especially when it involves spouses, requires careful consideration and planning. Here are some key steps to…

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June 20, 2023

Heirloom Planning with Blended Families

Heirloom planning can be complex, particularly when it involves blended families. In such situations, it’s essential to approach heirloom planning with sensitivity…

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June 13, 2023

Elder Exploitation

Elder exploitation refers to the act of taking advantage of elderly individuals, typically for personal gain or financial exploitation. It involves the…

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June 6, 2023

Can an Executor use the Credit Cards of a Deceased Family Member?

When an executor uses the credit cards of a deceased family member without proper authorization, they are engaging in fraudulent activity. This…

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May 23, 2023

Transferring Assets into a Living Trust

Transferring assets into a Living Trust is a critical step in the estate planning process. By transferring assets into the trust, you…

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May 16, 2023

4 Ways that Retirement Impacts Your Estate Plan

Retirement can have significant implications for your estate plan. Here are four ways retirement can impact your estate plan: 1. Changes in…

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