When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.
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Trustees Have Great Power but Can Be Held AccountableTrustees have significant power in managing trusts, but holding them accountable can be challenging. Full disclosure and legal advice may be key to...
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Blended Family Does Not Have to Be at OddsProper handling of finances today and in the future can avoid tensions in blended families. Advisor.ca recently offered some ... Estate Planning
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Could Presidential Election Determine Future of Estate Tax?One of the key differences between the candidates is opinions on future of the estate tax. Donald Trump and Hillary Clinton ...
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States Race to Approve Trust-Friendly LawsA number of states seek to become popular with wealthy by passing laws more friendly to trusts. The New York Times recent ... Trusts
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Prince May Have Had a Son but Results of DNA Test SealedPrince’s estate faces new challenges as a potential son emerges, though DNA test results remain sealed. Our probate lawyer explores the...
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Medicare Requires Patients Be Notified of Upcoming CostsNew law requires patients be warned of upcoming expenses from loophole in Medicare law. Congress has moved to help alleviate ... Elder Law
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Lump Sum Payments Can Cost Heirs of Retirement AccountsWhen retirement accounts are passed on to heirs they face major decisions that have to be made in a timely manner. Market ... Inheritance
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Retirement Is Not the Time for RegretsWhen people retire they sometimes sit down and consider their regrets. They shouldn't. Some people make the decision to focus ... Elder Law
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Treating Your Children Fairly through Your EstateYou can treat your children differently and still be fair. Sometimes parents treat children differently because one child may ... Estate Planning
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Most of claims by Prince’s ‘Heirs’ are RejectedHigh stakes in Prince's estate case: judge dismisses most claims from alleged heirs, leaving six potential relatives. Our probate lawyer explains more.
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Elderly Can Be Easy Targets for CriminalsThe elderly can be lonely, trusting and have diminished capacity which can make them vulnerable to those who would take ... Elder Abuse
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Seniors Now Have Option of Hiring Help in DownsizingSenior Move Managers can make the difficult chore of downsizing easier. Moving to smaller living quarters is sometimes one of ... Elder Law