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Estate Planning Blog

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The Differences Between Power of Attorney and Guardianship

Posted on: November 30, 2023
Navigating the intricate landscape of elder law can be daunting, especially when faced with the decision between guardianship and power of attorney for elderly parents. This article sheds light on the difference between guardianship and power of attorney, providing clarity on which approach might be the best fit for your family's unique situation. What Exactly Is a Power of Attorney? A power of attorney is a legal document that empowers an individual, often referred to as the agent; or attorney-in-fact; to act on behalf of another, known as the principal.
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Power of attorney

Ways to Protect your Aging Loved Ones from Financial Scams

Posted on: November 30, 2023
In today's digital age, scams targeting senior citizens are on the rise, making it crucial for adult children and caregivers to be vigilant. This article delves deep into the world of scams and fraud, offering actionable steps you can take to shield your older loved ones from these malicious threats. Read on to discover the […]
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Can I Get My Ex-Spouse's Social Security Benefits?

Posted on: November 22, 2023
If you’re thinking hard about your Social Security claiming strategy, there may be one aspect you've overlooked. If you're divorced, you may be able to receive Social Security benefits based on your ex-spouse’s work record.
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Can You Successfully Disinherit a Family Member?

Posted on: November 22, 2023
If you want to exclude someone from the will, is it best to leave them a dollar so they can’t challenge being excluded? Can you put in a provision that if they challenge the will, they lose everything?
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What are Big Mistakes for Vets to Avoid When Applying for Benefits?

Posted on: November 16, 2023
As veterans try to get the full extent of their earned benefits as quickly as possible, there are a few key mistakes to avoid and some resources can make a world of difference.
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How to Handle an Inheritance

Posted on: November 16, 2023
It can be fun to daydream what life would be like if you hit the Powerball for $1.7 billion, but for most people, windfalls aren’t quite as exciting.
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Social Security Scammers Embracing Artificial Intelligence

Posted on: November 9, 2023
AI-driven fraud is on the rise, and that includes Social Security scams. Thieves are using artificial intelligence to get personal information that can be used to access benefits.
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Power of attorney

Why You Need Two Kinds of Power of Attorney Documents

Posted on: November 6, 2023
Power of Attorney documents are often an afterthought when someone thinks about their estate plan.
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What Is Elder Law?

Posted on: November 2, 2023
Elder law focuses on the needs of people over the age of 65. The major areas of this specialty are estate planning, long-term care planning, special needs planning, disability planning, conservatorship or guardianship and elder abuse.
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