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Time to Update Your Estate Plan
If you are one of the thoughtful people who already have an estate plan you may be looking at the news stories about President Obama and his changes to the estate tax and wondering if it will affect your plan. “How long ago did I create my plan?” is the inevitable question we ask ourselves, […]
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Eeny Meeny Miney Mo
Choosing your fiduciaries can be one of the most difficult parts of creating your estate plan, especially choosing trustees for your trust, which, depending on the circumstances, you may hope will be in existence for quite a long time. Most people’s first instinct is to choose a family member, someone they know and trust, perhaps […]
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Young or Old—Love is in the Air, part 2
When elderly parents fall in love it affects more than just the lovers, it has an impact on their concerned children as well. This is especially true when the lovebirds want to make significant changes in their lives; things such as getting married or moving in with each other. In Monday’s post we shared a […]
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Young or Old—Love is in the Air
Ah, it’s spring again…and love is in the air. The equinox is only a couple of weeks away, and although it’s not as obvious in some parts of the country such as California, in others the evidence is all around. As Tennyson said, “In Spring a fuller crimson comes upon the robin’s breast; In the […]
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Providing for the Special Heroes in Your Life
As an estate planning law firm we often have to take on the role of encouraging our clients to think and talk about difficult issues. Sometimes, however, we have the joy of sharing something truly heartwarming. This video about autistic high school basketball player Jason McElwain is one of those things. Many of our clients […]
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Beware of the Debt Collector
As if dealing with the emotional pain after the death of a loved was isn’t enough, bereaved relatives now have one more thing to be aware of after a family member has passed away; incorrigible debt collectors looking for someone—anyone!—to pay off the debts of the deceased, even if you have no obligation to do […]
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Obama’s Tax Proposals Bring Mixed Reactions
Change in Washington D.C. means change will eventually trickle down to all of us, especially when that change has to do with taxes. In preparation for that change, Dean Zerbe of Forbes.com has provided us with a review of President Obama’s tax proposals. According to Zerbe, Obama’s proposals contain (as Clint Eastwood would say) the […]
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Confidence in Your Estate Planning Attorney
If you’ve been wondering whether it’s worth the time and money to have an attorney help you with your estate plan, the New York Times is here with an answer, and everything you need to know is right there in the title of the article: Good Advice Makes All the Difference in Estate Planning. I […]
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How to Find Success in Tough Times? Do What You Love
We live in anxious economic times, but it’s not all bad. If you’re a small business owner, or if you’ve been thinking about starting a small business, you may be in exactly the right place. According to Stephanie Chen of CNN.com, this may be the perfect time to take the leap you’ve been thinking about […]
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Don’t Be Shy About Your Health Care Decisions
How do you want to die? Do you want lifesaving treatments to be administered even if all brain activity has ceased? Is your family aware of your wishes? And perhaps the more important question, according to the NY Times, is your doctor aware of your wishes? Included in the complete estate plan our firm provides […]
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