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Estate Planning Blog

phones

The Guardian in Your Pocket-How Your Mobile Phone Could Be Your Lifeline.

In a time of crisis your iPhone or Galaxy Phone transforms into more than a device-they become a potential lifesaver. Understanding and regularly updating their features is not just a tech-savvy choice, it's a crucial step toward ensuring your safety and the well-being of your loved ones in times of need.
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Estate Planning Essentials for the Sandwich Generation

The sandwich generation, a term for individuals juggling the care of their children and aging parents, faces unique challenges. This demographic, typically in their 30s and 40s, is experiencing a rise due to later childbirth and an aging population, compounded by the recent pandemic’s impact on long-term care facilities. Effective estate planning for the sandwich generation is critical in managing these dual responsibilities. Understanding the Demographics and Trends Significant societal trends influence the increasing numbers of the sandwich generation. Understanding these trends is essential for tailored estate planning strategies. The Importance of Estate Planning for the Sandwich Generation Estate planning…
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frustrated canceling subcriptions

Clean Slate: Navigating the Maze of Unwanted Subscriptions.

How to review and cancel unwanted subscriptions
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blended family

How Marital Trusts Help Protect Blended Families

Understanding marital trusts is crucial for couples looking to secure their financial future and provide for the surviving spouse tax-efficiently. This article is a guide to marital trusts, how they work and their advantages and disadvantages. With the potential to safeguard assets and ensure that they reach the intended beneficiaries, marital trusts can be an effective part of a comprehensive estate plan, particularly for those in a second marriage or a blended family. What Is a Marital Trust? A marital trust is a type of irrevocable trust and is crafted to benefit…
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End of life documents

Essential End of Life Documents: What You Need to Know

End-of-life planning is a crucial aspect of life that often goes unaddressed until it’s too late. In this comprehensive guide, we will discuss the essential end-of-life documents everyone must prepare, ensuring peace of mind and assuring that your wishes are honored…
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2024 Resolution

A New Year's Resolution to Organize Your Financial Affairs and Estate Plan

Take control of your finances and estate plan this New Year! Ensure they are on track with these important considerations.
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Small Business meeting

How  A New Act Intended To Combat Money Laundering Could Affect Your Estate Plan.

The Corporate Transparency Act Introduces a new era of transparency in business, impacting New York estate planning.
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Diane Feinstein

The Passing of Senator Dianne Feinstein: Estate Plan Lessons for Blended Families

Though it’s a topic none of us like to think about, preparing for the eventualities that accompany our parents' aging is not just essential but a necessity.
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minor children

How Does Estate Planning Protect Young Children?

To make sure that your children are taken care of if something happens to you, it’s important to appoint a guardian, establish a trust and ensure there’ll be financial support.
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estate planning with families

Using a Trust to Protect Your Minor Children

In the intricate tapestry of estate planning, trusts emerge as a powerful safeguard for the well-being of minor children. Learn more on how trusts can benefit your minor children.
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