Why Everyone Needs to Keep Their Estate Plan Updated
As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents,...
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kevin28092
- Mar 14
- 5 min
Obtaining A Power Of Attorney For Elderly Parents
Making important decisions for aging parents can be a challenging task, but power of attorney (POA) can provide peace of mind and clarity...
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kevin28092
- Mar 6
- 3 min
Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis Hits
As a parent, you are quite accustomed to managing your children's legal and medical affairs, as circumstances require. If your child...
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kevin28092
- Mar 1
- 4 min
Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance
If you have a current estate plan, I'll bet you plan to leave your assets to your children outright and unprotected by age 35, or maybe a...
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kevin28092
- Feb 20
- 5 min
5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess
In most cases, from the most sophisticated business people with the highest net worth to those just starting in the workforce and on...
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kevin28092
- Feb 14
- 5 min
Will Your Estate Plan Work When Your Family Needs It?
Like most people, you likely think estate planning is just one more task to check off your life’s endless “to-do” list. You can shop...
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kevin28092
- Feb 8
- 4 min
Before You Agree to Be a Trustee, Read This!
Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant...
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kevin28092
- Feb 1
- 5 min
4 Common Mistakes Made On Life Insurance Beneficiary Designations
Inve sting in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to...
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kevin28092
- Jan 24
- 5 min
Revocable Living Trust Or Irrevocable Trust: Which One Is Right For You?
You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or...
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kevin28092
- Jan 24
- 6 min
Estate Planning Issues for LGBTQ+ Couples
Whether you are married or in a committed partnership, estate planning is about much more than planning for death—it's about planning for...
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kevin28092
- Jan 18
- 4 min
Why Every Adult Needs A Living Will
When it comes to estate planning and wills, you have a variety of options for legal documents. The most common of these options is a...
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kevin28092
- Jan 10
- 6 min
Creditors And Your Estate PlanWhat Happens To Your Debt When You Die?
Maybe you’ve wondered about your own debt or perhaps your parent’s debt—what happens to that debt when you (or they) die? Well, it...
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kevin28092
- Jan 4
- 5 min
3 Essential Questions To Ask Before Creating Your Will Online
If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that let you prepare a variety...
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kevin28092
- Dec 27, 2022
- 3 min
Checklist: 5 Financial Decisions to Consider Before December 31
This week, before the year ends, consider these 5 financial, retirement and tax actions you may need to take before it’s either too late...
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kevin28092
- Dec 16, 2022
- 6 min
Green Funerals: 6 Eco-Friendly Options For Your Remains
The environmental costs of death are significant and constantly rising. With 8 billion people on the planet right now—all of whom have...
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kevin28092
- Dec 13, 2022
- 5 min
Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that a tremendous...
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Kevin Frankel
- Oct 7, 2020
- 2 min
Can You Transfer Your Medicare and Medicaid Plans When You Move to Another State?
If you plan to move states, can you take your Medicare or Medicaid plans with you? The answer depends on whether you have original...
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Kevin Frankel
- Aug 28, 2020
- 2 min
Caregivers Are Getting Younger, Making Planning for Long-Term Care Even More Important
As baby boomers age, more and more millennials are becoming caregivers. Many are taking on this role while just getting started in their...
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Kevin Frankel
- Aug 5, 2020
- 4 min
8 Tips for Having ‘The Talk’ with Elderly Parents
Talking about estate planning is a difficult, emotional topic but it’s essential for every family. Unless you’re certain your parents...
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