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How to Plan in a Time of Uncertainty

Trust Administration

How to Plan in a Time of Uncertainty

There’s a saying in estate planning circles that the only people who pay estate taxes are those who don’t plan not to pay estate taxes. While this doesn’t cover every situation, there is a lot of truth to it. A recent article from Financial Advisorentitled “Estate Planning In This Particular Time of Uncertainty” offers strategies and estate planning techniques to […]

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How Do Supplemental Needs Trusts Work?

Parents with disabled children worry about how their offspring will manage when parents are no longer able to care for them. Leaving money directly to a child receiving means-tested government benefits, like Social Security Supplemental Income or Medicaid, could make them ineligible for these programs, explains an article from Kiplinger titled “Estate Planning: A Special Trust for a Special

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Should an Estate Plan Include a Cabin on the Lake?

If you don’t plan appropriately and thoughtfully, problems may arise with respect to this property and your family when you are gone, says Kiplinger’s recent article entitled “Your Vacation Home Needs an Estate Plan!” Speaking with your spouse and children is a good first step to help determine interest in retaining the property for the next generation and

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Should I have Revocable Living Trust in Estate Plan?

Does your estate plan need a revocable trust? The answer depends on the types of property you own and the goals you have for your estate plan. An estate plan should be prepared to solve your specific current and foreseeable issues – no more or less. When clients don’t own any probate assets, a revocable trust may

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Will I Live Longer if I Babysit the Grandchildren?

There’s a growing body of research that supports the notion that grandparents will live longer if they babysit the grandchildren. Parents with young children can know that their parents and their children are getting benefits from babysitting time together, says Considerable’s June article entitled “Grandparents who babysit a grandchild live longer, study finds.” Considerable spoke with Dr. David Coall,

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