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Estate Planning Blog

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Top Estate Planning Mistakes to Avoid

Posted on: July 5, 2024
So, to leave a legacy for your family and those philanthropic groups you support, you need a comprehensive estate plan—and you need to avoid making mistakes.
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probate and estate administration

What is the Impact of Gifts on Medicaid Eligibility for Seniors?

Posted on: July 5, 2024
Learn how gifts can impact Medicaid eligibility and how to best care for your loved ones.
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elder law

Irrevocable Trusts and Medicaid: Navigating the Complexities

Posted on: June 27, 2024
Explore the pros and cons of using irrevocable trusts for Medicaid planning—secure assets while navigating complex eligibility rules.
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Trust Terms: A Guide to How Trusts are Created and Distributed

Posted on: June 27, 2024
Learn the steps and key terms for trust creation and administration from asset selection to drafting with an attorney to the trustee's financial and administrative obligations.
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Estate planning and elder law firm

Baby Boomers are Retiring, and the Need for Elder Law Attorneys Is Rising

Posted on: June 14, 2024
Elder law is emerging as part of a holistic estate plan to address medical, financial and incapacity issues as we age. This article examines elder law, the increasing necessity for attorneys in this field and where it fits in estate planning.
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What is Expected from Social Security?

Posted on: June 5, 2024
Social Security was never intended to fund the full cost of your retirement, though some seniors rely upon it for nearly all their income.
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Curran estate and elder law law office

Do Home Healthcare Shortages Have an Impact on Senior Planning Strategies?

Posted on: June 5, 2024
Home healthcare shortages challenge senior planning. Learn how to overcome limited care options through strategic estate planning and local resources.
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Why Unmarried Couples Need the Protection of an Estate Plan

Posted on: May 29, 2024
Forgoing the legal entanglement of marriage can lead to troubling outcomes should one member of the couple face incapacity or an untimely death.
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gifting assets

Why are Older Americans Choosing to Age in Place?

Posted on: May 29, 2024
Discover the impact of aging in place on estate planning and elder law strategies, highlighting the need for proactive legal guidance as older Americans choose to remain in their homes.
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