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Estate Planning Blog

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How to Order a Death Certificate after the Passing of a Loved One

Posted on: September 6, 2024
Obtaining a death certificate is crucial after the death of a loved one. It’s a necessary step toward settling their affairs and handling the probate process.
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What Is the Difference Between Dementia and Alzheimer’s?

Posted on: August 28, 2024
Understanding the differences between Alzheimer’s and other types of dementia is crucial for early diagnosis and effective planning.
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Godparents Lack Legal Rights if Not Named as Guardians for Minor Children

Posted on: August 28, 2024
Godparents provide spiritual guidance and mentorship to your children. However, they can only legally care for your kids if you name them guardians for minor children.
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Is It a Good Idea to Convert a Traditional IRA to a Roth IRA?

Posted on: August 23, 2024
Retirement savers can reap benefits in the conversion if they are able to pay a tax now.
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Seniors Cannot Be Careful Enough About Internet Scammers

Posted on: August 23, 2024
Criminals on the internet are increasingly going after Americans over the age of 60 because they are viewed as having the largest piles of savings.
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Using a Caregiver Contract or Personal Care Agreement

Posted on: August 16, 2024
Creating a caregiver contract provides clarity, ensures fair compensation and helps with Medicaid planning, making it a vital step for families caring for elderly parents.
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Back to School Planning to Protect Your Kids

Posted on: August 16, 2024
Ensure that your children's futures are secure by starting a comprehensive estate plan during back-to-school time. Schedule a consultation today.
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Top Estate Planning Mistakes Can Easily Be Avoided

Posted on: August 10, 2024
Given the massive $84 trillion wealth transfer already underway, it’s best to know all the details before making any big financial legacy moves.
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Preventing Financial Elder Abuse from Family Caregivers

Posted on: August 9, 2024
Preventing elder financial abuse is vital to the well-being of elderly loved ones. Learn how estate planning can safeguard against elder abuse.
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