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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Medicaid – It Gives … And Now Takes BackAdd this to the scary but improbable things people are hearing could happen because of the new federal health-care law: After ... Estate Planning
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So, Are You Ready To Prepare Your Last Will?Let's face it; nobody relishes the task of making out a will. Squarely addressing the prospect of your own mortality can be ... Estate Planning
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Understanding Estate Tax “Portability” ProtocolJust when is the [amount of a deceased spouse's portable exclusion] available to a surviving spouse or the estate of a ... Estate Planning
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Understanding Medicare’s “Nursing Home” CoverageEvery year, thousands of Medicare patients who spend time in the hospital for observation but are not officially admitted ... Elder Law
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Should You Establish Your “Dynasty” Trust In South Dakota?In the past four years, the amount of money administered by South Dakota trust companies has tripled to $121 billion, almost ... Estate Planning
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Challenges When Selling The Inherited Family HomeThere's the emotional aspect of getting a loved one's home ready for sale - which likely includes clearing out his or her ... Estate Planning
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Of Family Gifts And Medicaid Lookback RulesMy mother gave me money in 2009. Now (2013) she is in a nursing home and needs to get Medicaid. Does that money need to go ... Elder Law
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For Want Of A Beneficiary Will The IRA Be Lost?An IRA account owner or beneficiary died and there was no named beneficiary for the account. The obvious question comes, ... Elder Law
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10 Steps To Giving On PurposeAffluent Americans are committed to building a legacy both by using their wealth in positive ways and by passing their values ... Charitable Gifting
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Six Trusts You May Never Have ConsideredTrusts for burials, Bentleys, blunderbusses, Basset Hounds, Beaujolais and blowhards: Not all trusts fit into the traditional ... Estate Planning
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IRA Conversions To Roth Have Been PopularCongress dangled an incentive for high-income Americans to convert their tax-deferred individual retirement accounts into ... Estate Planning
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Watch Out! Some States Have Death Taxes!State estate taxes? That's another story. Sixteen states and the District of Columbia impose an estate tax, and some kick in ... Estate Planning
