Estate Planning

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01 Jun

Estate Planning for Real Estate Assets

When estate planning for real estate assets, you should consider choosing an entity that will provide sufficient liability protection, protecting yourself against liabilities generated by the real estate, and determining who will manage the real estate after your death.

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19 Feb

Divorce Protection in Estate Planning

Divorce protection is an important aspect of asset protection and estate planning. With a 50% national divorce rate, it is commonplace for people to protect themselves and their children’s inheritances from former spouses.

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21 Dec

When should you update your estate plan?

Often people feel that once they have completed their estate planning documents there is no need to review the plan. Failing to periodically review your estate plan can result in unintended consequences that do not accomplish your intended goals.

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23 Nov

Marital real estate transfers and creditor protection.

A Revocable or "living trust" is created during your lifetime, has a trustee, and owns property that you have transferred to it during your lifetime. While you are living, the trustee (who may be you) is responsible for managing the property for your benefit.

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15 Nov

HIPAA Authorization vs. Health Care Power of Attorney: Why do I need a HIPAA Authorization?

The Health Insurance Portability and Accountability Act (HIPAA), is a Federal law that requires the establishment of standards to protect the privacy of patients’ health care information.

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07 Nov

Powers of Attorney: Ensuring that third parties honor your power of attorney

A power of attorney (POA) is an essential document of a comprehensive estate plan because it allows your attorney in fact to conduct business on your behalf with third parties.

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28 Oct

Estate Planning Tool: Reversionary annuities; A guaranteed lifetime income to beneficiaries

A growing concern amongst retirees and those close to retirement is the ability to care for their survivors. When it comes to providing benefits for survivors, life insurance and annuities are great estate- planning tools.

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