Estate Planning

New Developments Transform the Role Life Insurance Plays in Your Estate and Financial Planning

Within the past year, a combination of new legislation and the recent change of leadership in the White House and Congress stands to dramatically increase the income taxes your loved ones will have to pay on inherited retirement accounts as well as increasing the income taxes you owe on your taxable investments. However, purchasing life …

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Does Your Estate Plan Protect Your Intellectual Property?

If you own a business, you almost certainly have intellectual property. However, because your intellectual property is intangible, it can be invisible to you and those who aren’t familiar with the nature of intellectual property and its value, so it often gets overlooked, especially when it comes to estate planning. Yet, if you fail to …

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Moving To A New State? Remember to Update Your Estate Plan

Although you likely won’t need to have an entirely new estate plan prepared for you, upon relocating to another state, you should definitely have your existing plan reviewed by an estate planning lawyer who is familiar with your new home state’s laws. Each state has its own laws governing estate planning, and those laws can …

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5 Tips For Keeping Kids Connected With Grandparents During the Pandemic

While the quarantines, shutdowns, and social distancing measures related to the pandemic have been difficult for everyone, the elderly have been particularly hard hit. Since seniors face the most health risks from COVID-19, most of them have been careful to avoid close contact with their family members, and this has left many grandparents unable to …

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What You Should Know About Long-Term Care Insurance

With people living longer than ever before, more and more seniors require long-term healthcare services in nursing homes and assisted living facilities. However, such care is extremely expensive, especially when it’s needed for extended periods of time. Traditional healthcare insurance doesn’t cover such services, and though Medicare does pay for some long-term care, it’s quite …

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Former Zappos CEO Tony Hsieh Dies Without A Will—Part 1

On November 27th, nine days after being pulled unconscious from a house fire in a beachfront home in New London, Connecticut, Tony Hsieh, the former CEO of the online shoe retailer Zappos, died due to complications of smoke inhalation. Hsieh, who was single and had no children, was just 46. Although the cause of the …

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Questions to Consider Before Hiring an Estate Planning Lawyer – Part 2

Last week we looked at two questions to ask before hiring an estate planning lawyer.  Choosing a lawyer can be empowering if done right.  Discussing these sensitive topics does not have to be morbid or intimidating. Here are three more questions to ask before hiring an estate planning lawyer. How will you proactively communicate with …

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Questions to Consider Before Hiring an Estate Planning Lawyer – Part 1

You may think that hiring an estate planning lawyer may be intimidating or morbid because you will be topics like death and incapacity and other dire scenarios.  But it doesn’t have to be that way. Instead, it can be the most empowering decision you ever make for yourself and your loved ones. The key to …

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Remarrying In Midlife? Avoid Accidently Disinheriting Your Loved Ones

Today, roughly one in four divorces involve those over 50, and divorce rates for this demographic have doubled in the past 30 years, according to the study Gray Divorce Revolution. For those over age 65, divorce rates have tripled.  Indeed, the trend of couples getting divorced after age 50 has grown so common, it’s even …

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