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What should I know about guardianship?

Some adults may be incapable of caring for themselves in a reasonable way. When this occurs, guardianship is established to ensure there is a competent person available to see to…

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Have you considered the details of your advance directive?

An advance healthcare directive, sometimes called a “living will,” protects your right to choose what medical treatments you do and do not want when you reach the end of your…

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5 things to update in an estate plan after your divorce

The end of a marriage can change your life in ways you don’t expect. Divorce can be a stressful and exhausting process, but it doesn’t always end right after the…

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Charity beneficiary might present a solution to Secure Act

At the start of 2020, the Secure Act took effect and left many people wondering about retirement plans and estate plans. In a scramble to help clients update plans and…

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What are pros and cons of setting up a private foundation?

Some people feel satisfied making regular donations to a cause. However, you may want to set up an operation that raises money for your cause and endures beyond your lifetime.…

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What does an executor do?

Being named a personal representative, also known as an executor, in a loved one’s will is a huge responsibility. The executor of a will has many duties, from paying beneficiaries…

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3 reasons to start business succession planning today

Starting and growing a small business usually requires a tremendous amount of time, money and effort. Still, most small business owners do not have a succession plan. It takes time…

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How does a special needs trust affect SSI?

Creating a special needs trust is necessary if you have a child or dependent with special needs. However, persons with special needs often benefit from supplemental Security income (SSI) government…

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What is fiduciary duty?

When you take on the duties of administrator of someone’s estate or trustee of someone’s trust, you become a fiduciary. FindLaw explains that as such, you must work for the…

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What are some pros and cons of a testamentary trust?

There are many examples of trusts when you get into estate planning. It is why you might want a second opinion since there is such a range to consider. You…

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