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Legal News: When is a Will Ancient or too old??

 When Is a Will 'Ancient?' There may be a time when you come across an old will of someone who recently died. Perhaps it is discovered in an old file cabinet. However, the witnesses to the...

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Office News: When is a Trust NOT a Trust??

For those of us who practice trust law, there practically is nothing more important than making sure the trusts we draft meet all the legal requirements of a trust. If we omit or improperly draft certain provisions, the client's wishes could go...

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Office News: Three most important documents one must have!

(7/24/2020) Jill Schlesinger, CBS News Business Aanalyst, during an interview on CBS THIS MORNING WITH Gayle King, PLANNING IN A PANDEMIC said: "A Will is your instruction manual when you pass away". The Will lets...

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Legal Notes: The Basics of a Living Will

Living Will Basics Anyone 18 or older and of sound mind can make a living will. It must generally be witnessed by two adults who aren't responsible for your medical care or related to you by blood, marriage or adoption. A living will only...

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Legal News: A Well Execute Estate Plan...

An "estate" consists of all of the items a person owns. These can include cars, bank accounts, retirement accounts, furniture, real estate, and life insurance. An "estate plan" is the method in which the estate is passed on to the...

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Legal News: 8 Life Events that require a change in your estate plans

Estate plans need to be updated periodically, especially by older adults. Frequently revising your estate plans is important as you age because your circumstances change ore frequently than at previous points in your life. While you and your estate...

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Legal News: Do You Own a Vacation Home?

Consider a Qualified Personal Residence Trust for Your Vacation Property Do you own a beach house, ski chalet, resort condo or other vacation getaway? Perhaps it's the place where cherished family...

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Office News: The Basics of a "Living Will"

Living Will Basics Anyone 18 or older and of sound mind can make a living will. It must generally be witnessed by two adults who aren't responsible for your medical care or related to you by blood, marriage or adoption. A living will only...

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Office News: Examples when authority is granted in a Health Care Proxy.

When mental incapacity arises, attention is often directed to the asset management problems, but equal and sometimes greater problems related to health care decisions are also presented. Perhaps too much attention had been placed on the ultimate...

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Office News: What to do if a spouse dies

For those of you who have a spouse that has recently passed, hopefully my experience will help you get through what to expect if you have a similar situation. My husband was disabled and had a handicap placard we used for him to park in a handicap...

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