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How to Discuss Estate Plans with Your Aging Parents
How to Discuss Estate Plans with Your Aging Parents

Beyond the practical purpose of transferring assets and reducing taxes, an estate plan reflects love, responsibility, and values. That emotional heaviness may be part of why many families avoid the subject. Pew Research reports that only about 3 in 10 US adults have created ...

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Recent Posts
  • How to Discuss Estate Plans with Your Aging Parents

    Beyond the practical purpose of transferring assets and reducing taxes, an estate plan reflects love, responsibility, and values. That emotional heaviness may be part of why many families avoid the ...

    Read More
  • Why Retirement Is the Right Time to Revisit Your Estate Plan

    Retirement can mean many different things to different people. For some, it opens up a new world of travel, experiences, and creative pursuits. For others, it may herald quiet days at home with a good ...

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  • Why You Should Update Your Estate Plan After Receiving an Inheritance

    Receiving an inheritance can be a meaningful and transformative experience, but it can also create challenges if not handled thoughtfully. Without a clear plan, an inheritor may struggle to manage ...

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  • What Is an Inheritor’s Trust and Why Might You Need One?

    If you are expecting an inheritance, an estate planning tool known as a trust may prove useful, depending on your circumstances. Among the numerous types of trusts aimed at fulfilling different estate ...

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  • 8 Smart Ways to Prepare for Your First Meeting With an Estate Planning Attorney

    You have decided to meet with an estate planning attorney to get your affairs in order and ensure that your loved ones are protected. Now that you have scheduled the appointment, it is time to get ...

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  • Incapacity Planning for Business Owners: Who Runs Your Business If You Cannot?

    As a business owner, you have likely considered establishing an estate plan to ensure your company’s continued success after your passing. However, comprehensive estate planning also addresses what ...

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