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Detecting Elder Fraud

Detecting Elder Fraud

Statistically, fraud is increasing in the senior and near-senior age categories. With more and more people online, scammers are becoming more adaptable and mimicking communications that mimic tech support, government employees, and romantic partners. Seniors are particularly vulnerable groups as…

How to Avoid Inheritance Mistakes

How to Avoid Inheritance Mistakes

Dealing with the death of a loved one and receiving an inheritance is an emotional time. The loss of a loved one is sad but the influx of funds can bring joy or relief. It can be hard to think…

What Social Security Benefits Look Like in 2023

What Social Security Benefits Look Like in 2023

More than seventy million people who rely on Social Security's benefit programs will undergo significant changes in the coming year. Inflation continues to increase daily living costs with higher costs for gasoline, food, utility, rent, and mortgages. Yet real wages…

Plan Ahead to Reduce Probate

Plan Ahead to Reduce Probate

The probate process occurs after someone passes away. Probate can be lengthy, complex, and expensive, but good estate planning can mitigate unwanted risks by anticipating and preventing problems before they arise. Sound estate planning can make the probate process run…

The Probate Process With No Will

The Probate Process With No Will

Intestacy refers to the death of someone without a will. If this happens, a probate court oversees the distribution of the decedent's assets. Also known as intestate succession, it has similarities to the probate process when a will is present.…

Inflation-Adjusted Social Security Benefits

Inflation-Adjusted Social Security Benefits

In 2023, Medicare Part B premiums will be reduced and the cost of living adjustment (COLA) will be the highest in decades. It is being touted as a win for the American people. According to the Social Security Administration, there…

Estate Planning for Farms and Ranches

Estate Planning for Farms and Ranches

The succession and estate planning of farm and ranch real estate, livestock, and equipment present unique challenges. There is a common misconception that federal estate taxes threaten farm or ranch property, preventing assets from getting to rightful heirs. Over the…

The Trustee’s Role in Trusts

The Trustee’s Role in Trusts

When it comes to estate planning, no matter where you are in the process or whether you're just starting to consider your options, you probably have questions about how your assets should be distributed. A trust can be a great tool…

Who is an Executor?

Who is an Executor?

When someone names you executor or personal representative of their estate, they believe you will be trustworthy to handle their assets and affairs after their death.  Even though the decedent nominated you to be their executor, you will still need…

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