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What to Do When a Loved One is Diagnosed with Dementia

A dementia diagnosis is a traumatic time for any family. Dementia happens slowly and progressively over time. In the early stages, some symptoms are often thought of as just signs of aging.

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Your Legacy is More than Just the Money You Leave to Loved Ones

When we hear the word legacy, many of us think of money left to people and institutions that have come to mean the most to us over the course of our lives.

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Why Do People “Put Off” Estate Planning?

The statistics are rather alarming. In 2005, 50 percent of Americans had a will; today, only 32 percent of us have one. Meanwhile, only one in three Americans over the age of 55 has a durable power of attorney, and a mere 41 percent of this same demographic has advance health care directives.

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How to Protect the Legacy of Your Vacation Home

For generations, the children in your family have learned to swim by jumping off the dock of your family’s vacation home. It’s a rite of passage for each grandchild to learn how to bait a hook from grandpa while fireflies flicker in the summer heat. The legacy of a vacation home is the pinnacle of the American Dream.

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The Risks of Giving Adult Children an “Advance” on Their Inheritance

There are many reasons you might consider giving your adult children a portion of their inheritance now, while you’re alive and well. Maybe you’ve seen your nest egg grow thanks to a robust stock market, and you have more in savings than you thought you would at this stage of your life.

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Here’s What Can Happen If You Don’t Have an Estate Plan of Your Own

Losing control over how your assets are distributed after death isn’t the only negative consequence of failing to plan. You and your family may suffer physically, financially and emotionally while you are still alive. For example, a properly designed and implemented plan allows you to name people you trust to make medical and/or financial decisions on your behalf if you become incapacitated.

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Do You Need a Trust?

One of the first questions many clients ask is whether they need a trust. It's a great question, but it leads to another: What do you want your plan to accomplish?

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Estate Planning Fundamentals

Clients often ask us about the estate planning tools we use and what each of them can accomplish. Here is a list of the most used tools and brief descriptions of their purpose.

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Yes, Even Millennials Should Have an Estate Plan

Many people believe that estate planning is only for elders. The truth is that the younger generation, including millennials, can benefit from having an estate plan of their own.

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Should All of Your Children Receive Equal Inheritances?

If you have more than one child, you’ve probably wondered if you should leave each of your children the same amount in your will or trust. While this seems like the best approach in most situations, there are some instances where it might not be the wisest strategy, or even the fairest.

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