When you Divorce Later in Life

In a perfect world, splitting the assets of a marriage would be a relatively pleasant and somewhat uncomplicated process. Unfortunately, this is rarely the case. More often than not, this process becomes even more difficult when a couple decides to d… Read More
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Categories: Divorce

Putting Retirement Assets to Work

Abraham Lincoln once said, “The philosophy of the school room in one generation will be the philosophy of government in the next.” Consequently, many parents and grandparents value higher education and want to help pay for the college costs of th… Read More
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Categories: College Savings

When Should You Plan Your Estate?

Did you know yesterday is history, tomorrow is a mystery and today is a gift, which is why we call it the present? Anything can happen to any one of us at any time and in any place. Cars crash, strokes strike and each of us has a date with potential… Read More
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Categories: Estate Planning FAQ

The Difference Between Guardianship & Power of Attorney

Remember the old Fram® oil filter TV commercial from the 1980s? The tag line was, “You can pay me now… or you can pay me later.” The idea behind this old TV spot is that taking precautions, being proactive and preparing for the future will sav… Read More
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Categories: Estate Planning FAQ

What Tax-Savvy Givers Know

Are you a charitably-minded taxpayer who wants to wring every possible tax benefit available under the Internal Revenue Code (IRC)? If yes, then first confirm that the charities soliciting you are legitimate charities or your contributions will not b… Read More
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Categories: Tax Planning

The Daughter Syndrome

Are you a wife, mother, grandmother, or aunt? Chances are you may be in one or more of these important family roles at some time in your life. Traditionally, women are the nurturers and caregivers in their own families and in our society at large. As… Read More
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Categories: Elder Law

Asking the Right Questions

Are you, or someone you know, beginning the search for an estate planning attorney? If yes, then congratulations! So, where do you go from here? What Not to Do Do you simply start calling random local attorneys from the phone book and ask how much ea… Read More
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This Close to a Clean Get-Away

So, you have spent many days, nights, weekends, and holidays building your family business – not to mention blood, sweat, and a few tears. While others were working regular hours and punching a time clock, you were taking care of customers, meeting… Read More
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Your Estate Plan Decoded

Have you ever notice how every field of study, business or professional discipline has its own language? Typically, this “insider” vocabulary conveys rather elaborate concepts in a word, phrase or acronym. So it is with estate planning. While wha… Read More
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Categories: Estate Planning FAQ

There’s No Place Like Home

Are you (or a loved one) age 65 or older and living at home? If yes, then you probably share the sentiment of Dorothy when she famously declared “There’s no place like home” in the classic film The Wizard of Oz. This is especially true as we ag… Read More
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Categories: Elder Law