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Pre-Paid Funeral Plans: Buyer Beware

June 20th, 2015
Funerals rank among the most expensive purchases many consumers will ever make. A traditional funeral costs about $6,000, although “extras” like flowers, obituary notices, acknowledgment cards and limousines can bring the total to well ov… Read More
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Categories: Advanced Medical Directives, Elder Law, End of Life Care, Estate Planning, General Interest, Life Care Planning
Tags: death, Elder Care, Life Care Planning, life estate, Planning, pre-paid funeral

Planning for a Loved One with Special Needs

June 20th, 2014
Planning for a Loved One with Special Needs   In general, a trust is a legal device whereby property of some sort (real estate, cash, tangible personal property, etc.) is managed by a person, termed the Trustee, for the benefit of certain other peop… Read More
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Categories: Blog, Estate Planning
Tags: disabilities, Planning, special needs, trust

Preserving Wealth Over Generations

May 2nd, 2014
Preserving Wealth Over Generations Several common sayings refer to the phenomenon of losing inherited wealth.  One is “shirtsleeves to shirtsleeves in three generations.”  Another is “the first generation makes it, the second spends it, and t… Read More
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Categories: Blog, Estate Planning
Tags: family, Planning, wealth

The Consequences of Life Estates

April 25th, 2014
The Consequences of Life Estates A life estate is a form of ownership in which property owners transfer ownership in their property, most commonly their home, while retaining the right to use and occupy it for the remainder of their lives.  This typ… Read More
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Categories: Blog, Probate
Tags: life estate, Planning, probate

Planning for Pets: How a Pet Trust Can Help You Protect Your Pets

March 3rd, 2014
The majority of American families own a pet.  If you are part of this majority, it is important to think about making arrangements for your pets in case you are no longer able to care for them yourself.  According to a recent survey, over 63% of pe… Read More
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Categories: General Interest
Tags: Pets, Planning, Protect

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