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Estate Planning Blog

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Retirees Face Financial Strain Due to Medical Care Costs

Posted on: July 17, 2024
Retirees face high healthcare costs, spending an average of $7,540 annually. Proper estate planning helps manage these expenses and secure financial stability.
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client testimonials

Planning for Retirement with a Special Needs Child

Posted on: July 11, 2024
Planning for retirement when you have a child with special needs is difficult. However, you can overcome this challenge with thorough, strategic estate planning.
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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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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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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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Inherited IRAs: How the 10-Year Rule has an Impact on Required Minimum Distributions in 2025

Posted on: May 24, 2024
The Internal Revenue Service (IRS) recently delayed its proposed 10-year rule that will impact inherited Individual Retirement accounts (IRAs) and required minimum distributions (RMDs). This article unpacks RMDs, transition relief and how the 10-year rule might impact your estate planning.
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