Tough Conversations

It’s that time of year again – I just filed my taxes and can breathe easier knowing my financial health is in order. But, it’s also the time of year to ensure my actual health, and specifically my health care wishes, are in order. April 16, the day after the deadline for filing taxes, is […]

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October is National Special Needs Law Month

National Special Needs Law Month, designated by The National Academy of Elder Law Attorneys every October, helps bring awareness and education to issues that people with disabilities and their families face. While estate planning is crucial for all individuals, it is especially important for those with special needs and disabilities and their loved ones. Leaving […]

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Can AI Write My Will?

The day my kids were playing outside and shouted into the air “Alexa, what’s the weather forecast,” I realized that I have unknowingly embraced the convenience of artificial intelligence or “AI.”  While Alexa has certainly made finding the weather forecast and answering if moose are vegetarians easier, it has me thinking about other areas of […]

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Back to School Checklist for 2023

  It’s that time of year again – back to school. While you might be picking up things like computers and dorm supplies for your college student, some back-to-school necessities that few parents think about, however, are the ones with legal ramifications. Many high school seniors and most kids heading off to college are over […]

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Three Techniques to Avoid Probate

Probate is a legal process that comes into effect upon your passing, and its purpose is to supervise the fair distribution of your assets to your heirs, beneficiaries or creditors. The process is triggered when your assets are frozen, which basically means that you haven’t designated any beneficiaries nor joint owners who could inherit your […]

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Ending the Pandemic Designation: Part Two

For the first time since 2020, when the Coronavirus Aid, Relief and Economic Security (CARES) Act was passed in response to the pandemic designation, it is expected that the assistance plans put in place to help those receiving public benefits will come to a close at the end of March. As you probably recall, the […]

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Should I get a Will, Marital Property Agreement, or Revocable Living Trust?

A comparative analysis about wills, marital property agreements, and revocable living trusts to help you determine which option is right for you and your loved ones: Consideration Will Marital Property Agreement Revocable Living Trust Cost Typically less “upfront” cost, but greater administration cost (i.e. probate process) Low “up front” and administration costs Greater “upfront” costs […]

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