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Estate Planning for Nurses and Frontline Healthcare Workers

Fri 11 Mar, by on Estate Planning, Probate

Estate Planning for Nurses and Frontline Healthcare Workers

Let us begin by saying thank you. You tirelessly give of yourself to care for some of the most vulnerable people in our society. Whether you are caring for them in a hospital, therapy room, or patient’s home, you are there to protect and help the patient have a better tomorrow. However, one important question remains. What have you done to prepare for your own care? By planning ahead, we can assist you in crafting …

Trust Funding: Setting Your Trustee Up for Success

Fri 4 Mar, by on Firm News

Trust Funding: Setting Your Trustee Up for Success

For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that their loved ones are financially secure upon their passing. However, signing the trust agreement doesn’t end the estate planning process: To work properly, the trust needs to be funded. What Is Trust Funding? Trust funding is the process of transferring the ownership of accounts and property to the trust during …

COVID-19 and Minor Children: Things to Consider Now

Fri 25 Feb, by on Estate Planning, Probate

COVID-19 and Minor Children: Things to Consider Now

Protecting your family is important, especially when you have minor children, and even more so now that we are living through a pandemic. With all of the unknowns of our current situation, you need some certainty. Having an up-to-date estate plan can be the first step toward providing that certainty in an uncertain world. Many people view estate planning as limited to making arrangements for your death. However, it is equally important to plan for …

Are All of Your Financial Ducks in a Row?

Fri 4 Feb, by on Estate Planning, Probate

Are All of Your Financial Ducks in a Row?

In March 2004, the Senate passed Resolution 316, which officially recognized April as National Financial Literacy Month. Both Houses of Congress have passed similar resolutions since then designed to encourage financial literacy so that individuals are better prepared to manage their money, credit, and debt. Nevertheless, in the fourth quarter of 2019, U.S. household debt, which includes student debt, credit card debt, auto debt, mortgages, home equity loans, and other debts, exceeded $14 trillion for …

Understanding Common Legal Terms That Describe Loved Ones in Estate Planning

Fri 28 Jan, by on Estate Planning, Probate

Understanding Common Legal Terms  That Describe Loved Ones in Estate Planning

While watching a movie or reading a book about wealthy individuals and their families, you may have come across terms such as “heir,” “descendant,” and “next of kin.” Though made-for-Hollywood storylines use these terms interchangeably, words describing familial relationships have distinct definitions. Using the correct terms is critical in wills, trusts, and other legal documents because words have significant implications. The wrong word can lead the courts to incorrectly interpret your documents and therefore cause …

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