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The 2023 Secure 2.0 Act

The 2023 Secure 2.0 Act

First major change in retirement legislation since 2006 was the Setting Every Community Up for Retirement Enhancement Act (SECURE). The impact of the SECURE Act on some retirees, near-retirees, and their future beneficiaries may significantly affect you, and it’s imperative…

Medicaid Gift Penalties

Medicaid Gift Penalties

The aging population is growing in the US and worldwide. People are living longer than previous generations, which means many of us will require long-term care. It’s estimated that seven out of ten Americans will need long-term care during their…

Estate Planning for the LGBTQIA+ Community

Estate Planning for the LGBTQIA+ Community

No matter what your gender identity or sexual orientation is, estate planning is essential for protecting your assets, your wishes, and the people you care about. Estate planning allows you to designate your partner, whether you are married or not,…

Will Writing for Blended Families

Will Writing for Blended Families

Even in the case of inheritance, stepchildren are often treated as if they were full biological children in American families. This is particularly true where stepchildren are part of a blended family from an early age. Biological siblings may have…

Planning Your Estate to Avoid Conflict Among Heirs

Planning Your Estate to Avoid Conflict Among Heirs

Family circumstances, particularly those pertaining to inheritance, can cause disagreements among heirs, including minors and adults. Relationships can change and intensify when you die, with underlying issues that bubble to the surface, creating tensions over your estate and possibly tearing…

Avoid These Estate Planning Mistakes

Avoid These Estate Planning Mistakes

In the absence of proper advice and guidance from a qualified estate planning attorney, many individuals make costly mistakes that will impact their assets, interests, and those they love after they pass away. Beyond undermining your intent and diminishing your…

The Probate Process Without a Will

The Probate Process Without a Will

A probate court will oversee the distribution of the decedent's property if he or she died intestate, or without a will. Also known as intestate succession, it has similarities to the probate process when a will is present. Still, the…

Tips for Avoiding Inheritance Mistakes

Tips for Avoiding Inheritance Mistakes

When a loved one passes away, it is an emotionally difficult period. Dealing with the death and receiving an inheritance brings mixed emotions. The loss of a loved one is sad, but the influx of funds can bring joy or…

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