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New Law Resolves Jurisdictional Issues for Conservators

We live in a mobile society, and conservatees are no exception. For example, an elder may have multiple residences, living in an out-of-state vacation home part of the year or moving among family members in various states. Or the child of a conserved parent may move...

Year End Checklist

The following is a Year End Checklist to help you determine whether it’s time to update your Estate Planning Documents:   Have you purchased or sold a home in the last 1-5 years? Have you purchased any rental property? Have you re-financed the mortgage on...

Single? Estate Planning is Still Essential.

These days, more people are living single than ever before. In 1970, just about one- third of Americans 15 and older were single, according to U.S. census data. Today, that number’s closer to 50 percent. Whether never married, divorced or widowed, singles need to pay...

Should You Consider Giving Away Property Over Cash?

It’s decision time if you who want to take advantage of the $5.12 million gift tax exemption that expires at the end of this year. While cash is the most direct way to pass wealth to heirs, you might need that money at some point. If you’ve already given...

When Is It Time to “Service” Your Estate Plan?

If you own a car, then you know it requires regular servicing in order to perform well and be reliable. More than likely, your car came with a recommended schedule for service, based on how many miles it has been driven; after a certain number of miles, you need to...