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Beware: Your Estate May Contain an Unnecessary Bypass Trust

6/1/16 From ElderLawAnswers.   A once-popular estate planning tool may now cost families more in taxes than it saves.   Changes in the estate tax have made the “bypass trust” a less appealing option for many families.    If your estate plan includes one, you should reconsider its necessity because it could be doing more Read More

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5 Estate Planning Documents Clients Must Have

8/11/15 –  A “simple” estate plan doesn’t just include a Will.   If you don’t want, or think you don’t need, an estate plan based upon a Trust, you should have at least these 5 documents in your estate plan.  READ MORE HERE.

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Keep Your Estate Plan Updated – 5 Important Things to Review with your Attorney

8/4/15 – from “Financial Planning” – So that you can keep your estate plan up to date, there are 5 important questions you should review with your estate planning lawyer every year.   Read the article at this link:  5 Questions.

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The Importance of a Written Relatives' "Caregiver" Contract

1/12/15 – From Elder Law Answers A growing number of people are entering caregiver contracts with their family members.  These contracts, also called personal service or personal care agreements, have many benefits, including rewarding the family member for indispensable help.  But some fail to memorialize these caregiving arrangements in writing and instead keep them as informal Read More

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5 Financial Documents Every 20-something Should Have

12-4-14 from Financial-Planning.com “Most young adults don’t think about wills and estate planning are things they need to be concerned about — at least for now. Yet all adults, no matter their age, should have some type of estate plan. Young adults likely do not need anything complex; just a solid foundation that can be Read More

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Title Insurance Can Be an Issue For Transfers of Real Property to a Trust

You should check your policy of Title Insurance for your real property before you transfer the property to a Trust. To transfer real property to a trust, the client executes a grant deed, frequently called a “quitclaim deed” or a “trust transfer deed,” to himself, herself, or (in the case of a couple) themselves as Read More

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What’s Almost as Certain as Death? Not Talking About the Inheritance

NY Times.com – August 1, 2014 “IF there is a boogeyman when it comes to family conversations about inheritance, it is not death. That happens whether people talk about financial plans or not. It’s the $40 trillion that financial advisers say their baby boomer clients are going to pass to their children either in an orderly way Read More

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Three Reasons Why Joint Accounts May Be a Poor Estate Plan

Elder Law Answers – July 24, 2014 Many people, especially seniors, see joint ownership of investment and bank accounts as a cheap and easy way to avoid probate since joint property passes automatically to the joint owner at death. Joint ownership can also be an easy way to plan for incapacity since the joint owner Read More

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YOUR MONEY-What would you do with $100,000?

June 30, 2014 – Reuters What would you do if you suddenly got $100,000, no strings attached?   With $30 trillion set to change hands from one generation to the next over the next 30 years, many beneficiaries will face that issue.   Some will use the money wisely, but unfortunately many will “blow it”. Read More

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Tips for Planning Your Estate for the Digital Age

March 21, 2014 – Fox Business  As we spend more of our lives online — banking, collecting credit card rewards points, playing virtual reality games, creating photo albums, emailing, tweeting — it’s increasingly important to consider how beneficiaries can access those accounts and any assets they hold, once we’re gone.   READ MORE HERE

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