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Why Can’t We Have a Joint Trust If We Are Not Married?

If you are in a long-term relationship with your partner but are not married, you may want to take advantage of these benefits.

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Mental Health Awareness Month: How an Estate Plan Can Help Improve Anxiety

1 in 5 US adults experience mental illness yearly. Anxiety affects 1/3 of adults. It can be normal or chronic. While we can't control everything, let's prioritize mental health and make positive changes by planning for our future:.

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Are You Single with a Minor Child? If So, You Need a Plan

By creating an estate plan, you can address your minor child’s care and custody and provide instructions about how your money and property should be used for their care should something happen to you. 

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Planning a Barbecue Is Like Planning Your Estate

While informal, cookouts require planning for success. Similarly, estate planning needs preparation to avoid a poorly designed plan from leaving you and loved ones in a bind!

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How to Protect Your Significant Other from Frozen Accounts

Without proper planning, your significant other could struggle to gain access to your accounts. The frustration is especially distressing if the frozen account was the primary source for paying joint or household expenses. 

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Powerful Provisions in Your Financial Power of Attorney

Depending on the provisions you choose to include, your agent may have the power to buy and sell property, the power to invest, and powers regarding your retirement benefits.

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How Remodeling Your Home Could Impact Your Estate Plan

Spring is associated with renewal, and as the weather gets warmer, many homeowners turn their attention to renovation projects. To keep your estate plan up to date, make sure to discuss a home remodeling project with an attorney. 

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Estate Planning: What Matters Most to You?

Getting your affairs in order through the creation of an estate plan requires careful consideration of the different legal and financial tools available to help you fulfill the vision of your estate plan.

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Important Tax Considerations in Estate Planning

To truly understand how estate planning can help, clients must first understand some basic tax concepts outlined in this article.

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What Happens To My Mortgage After I Die?

If your estate plan involves the transfer of property subject to a mortgage, the Garn–St Germain Act is important to keep in mind.

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