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When a loved one passes away and the handling of their estate (homestead, financial assets, and more) needs to take place, we call this process Estate Administration. Depending on the complexity, [...]

Losing your original estate plan documents certainly is an issue, but not an unsolvable dilemma. The first thing you should do is contact your estate planning attorney and see if they saved [...]

The Senate Democrats proposal for a $3.5 trillion spending plan includes expanding Medicare to provide dental, vision, and hearing benefits. The proposal is now being negotiated in Congress. 

Britney Spears’s struggle to regain control over her business and personal life shines a spotlight on legal guardianship and alternatives that involve less loss of control over one's life.

Most people want to pass their assets to their children or grandchildren, but naming a minor as a beneficiary can have unintended consequences. It is important to make a plan that doesn’t [...]

My grandfather recently passed away and his will stated that his estate be divided evenly among his grandchildren. Before he died, he [...]

Studies have found that workers overestimate how much they will receive in Social Security benefits when they retire. Having a good understanding of the realities can help you plan for [...]

While the current estate tax exemption is quite high, a closely held family business may put your estate over the limit. Careful planning is necessary to lower or completely avoid the tax, and [...]

There are a number of different kinds of trusts, but they fall into two basic categories: testamentary and inter vivos.

One of the greatest fears of older Americans is that they may end up in a nursing home. This not only means a great loss of personal autonomy, but also a tremendous financial price. Careful [...]