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To Distribute or Not Distribute…

September 1, 2021
Estate Planning

Pitfalls with Joint Tenancy Ownership

Estate and Trust / Estate Planning

Naming a Guardian for your Children

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How to Distribute your Estate

Estate Planning

Caregiver Agreements

Caregiver Agreements

Millions of Americans are now caring for their parents as we live longer with advances in modern medicine. When doing ...
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Important Documents in your Planning: Advance Directives

Advances in modern medicine have made it possible to prolong the lives of seriously ill individuals without always offering realistic ...
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Do you own a 529 Plan?

If you have a 529 education plan or UTMA (custodial) account for a child or grandchild, we suggest that you ...
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Do Wills Avoid Probate?

We have talked with several clients recently who mistakenly believed that having a Will eliminates probate at the time of ...
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