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Probate Litigation Avoidance Tips

Disputes regarding guardianships, conservatorships, trusts, real estate, and gifts may arise during probate litigation. The most successful approach to mitigating or avoiding probate litigation risk is carefully planning for the future. Comprehensive estate plans that are routinely updated, careful consideration and…

Surviving Spouse Estate Planning

In the wake of losing a spouse or long-term partner, it can be difficult to think beyond your grief. However, it is crucial to realize you need to make important and timely decisions regarding your finances and personal estate planning.…

Disruption of Probate by a Creditor

The date of death of the testamentary is usually published in a local newspaper by a personal representative (executor).  In part, this information serves as notice to creditors if the decedent has an outstanding debt with them. The personal representative…

Life Insurance Trusts and Wealth Management

Due to the threat of lowering the federal estate tax exemption allowance, you may want to rethink how you intend to pass generational wealth on to your heirs. Senate Democrats are proposing to lower the current estate tax exemption from $12.06…

Settlements Affecting SSDI and SSI

If you are wondering how a personal injury settlement will affect your Social Security Disability Insurance (SSDI) or Supplemental Security Income (SSI) benefits or whether you should pursue a personal injury claim at the same time, then you need to…

Comparison of Revocable and Irrevocable Trusts

Estate planning involves many different types of trusts; the most common are revocable and irrevocable. Though there are some similarities, these two types of trusts serve different purposes.  Both can substitute for a last will and testament as an alternative…

How to Avoid Medicaid’s Penalty Period

For nursing home care, assisted living, in-home care, or adult foster care, individuals must meet certain income and asset requirements.  As a result of these rules, many candidates give away their money and resources to qualify. However, there is a…

Will-Making and Undue Influence

Those who become quite elderly or ill are also vulnerable to being manipulated by those who would defraud or steal them. Targeted attacks on vulnerable older people to exert what attorneys deem "undue influence" constitutes elder abuse. It disrupts the older…

Five Common Estate Planning Mistakes

People spend the first half of their lives trying to achieve financial security and the second half of your life trying to maintain it. This adage is why many people spend substantial time and effort maximizing their legacy goals in…

Prepare With Your Parents for Their Future

Plan Ahead. Don’t Wait, for an Emergency. That sounds like something your mother might say, right? And how often have you wished that you’d followed mother’s good advice? Nobody really wants to think in advance about accidents or illness. But…

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