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Category: Estate Planning

Home › Estate Planning › Page 5

Can a Power of Attorney Withdraw Money from Bank Account?

Posted on March 7, 2023

A power of attorney, or POA, is a legal document giving another person the legal authority to…

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How Do I Leave Assets for Heirs?

Posted on March 6, 2023

How to distribute assets to beneficiaries isn’t always a simple decision. Not only do you want to…

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What Is an Estate Planning Checkup?

Posted on March 6, 2023

The start of the year is the time to review and revisit your estate plan. Just like…

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Three Ways to Making Trusts Millennial Friendly

Posted on March 4, 2023

If your named beneficiaries are Millennials—born between 1981-1996—you may want to consider three essential points about your…

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What are the Causes and Risk Factors of Parkinson’s Disease?

Posted on March 3, 2023

The triggers for these changes concerning Parkinson’s Disease aren’t completely clear. However, they are most likely secondary…

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What are the Big Emotional Issues in Estate Planning?

Posted on March 2, 2023

The largest-ever generational wealth transfer is here: more than $68 trillion is flowing from baby boomers to…

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How Does Estate Planning Work for Caregiving Children?

Posted on February 27, 2023

This situation requires considered estate planning to protect the arrangement, both for the parent and child, in…

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Do You Need a Revocable or an Irrevocable Trust?

Posted on February 24, 2023

It’s not always obvious which type of trust is the best for an individual, says a recent…

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You Need a Digital Estate Plan

Posted on February 23, 2023

Laws about intangible assets used to be a legal niche practice area. However, today’s estate planning attorney…

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Why It’s Important to Update Your Estate Plan

Posted on February 21, 2023

When someone dies without having updated their estate plan for many years, the executors often face a…

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