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Latest articles
What are Some Lifetime Gift Strategies that I Can Consider?
When planning for the transfer of your wealth, the options available to you and your family can at...
How Do I Talk About Money with My Elderly Parents?
From wills to life insurance, no one wants to discuss a financial plan with their aging parents.
What Are My Estate Planning “Must Have’s”?
Estate planning is not only for the wealthy—everybody can benefit from ensuring their assets and...
Elder Law Estate Planning for the Future
You make things easier for the children, by planning for the possibility of a nursing home stay...
Should I Use an Irrevocable Life Insurance Trust?
An irrevocable life insurance trust (ILIT) can provide peace of mind, as you start your estate...
The Difference Between Home Health and Home Care
The fact many people need both types of services, home care and home health, contributes to the...
How Do Trusts Work in Your Estate Plan?
Setting up a trust fund offers many advantages in terms of passing on wealth or assets. It avoids...
Can I Give My Half of a House Away to Avoid Taxes When it Sells?
I received a joint ownership of my father’s house about 10 years ago with my sister. She always...
What Happens When the Wrong Type of Deed Is Used?
Two of the most widely used deeds in real estate are quitclaim deeds and warranty deeds. Keep...