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Determining Mental Capacity in Estate Planning

Aunt Minnie may appear to be a little flighty and forgetful, but does that mean she is incapable of creating and legally executing (signing) a will? The answer is complicated.   The preparation of an estate plan, which may include a will, trust, and/or other documents, involves many steps.   Assets and liabilities must be identified and decisions need to be made…

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What is Incapacity Planning?

No one likes to think of this subject but the reality is that anyone at any age can be struck down by injury or illness. Two of the fastest rising maladies in the United States are dementia and stroke. Incapacity may be either temporary or permanent. The issue then is who will step into a person’s shoes and manage their…

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Planning Ahead For Key Legal Issues

John Lennon once wrote: “Life is what happens when you are busy making other plans.” This is a profound thought and it certainly applies to the areas of estate planning, unexpected death, a life-altering accident, unanticipated sickness, home care and assisted living. Regrettably, this lyric applies to Prince, the mega music star who recently died unexpectedly at the age of…

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How to Find the Right Caregiver

For anyone with aging parents or loved ones, the prospect of finding someone to assist that person at home when the time comes can be a daunting task. Even before that time comes, convincing a parent that they need help at home is a challenge. Most elders resist anything that threatens their independence and they fundamentally do not want strangers…

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Alzheimer’s Diagnosis Tips

According to the Alzheimer’s Association, approximately 5.3 million Americans were living with Alzheimer’s disease in 2015. Women age 60 and over are considered at highest risk of developing Alzheimer’s disease. Alzheimer’s is a progressive form of dementia that causes problems with memory, thinking, and behavior. While estate planning is important for everyone, it is especially important to consider after a…

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A Quick Explanation of Special Needs Trusts

Were you aware that there are about 75 million people in the United States with disabilities? That’s about 25% of the population!  Did you know that 53% of disabled people are over the age of 50?  The U.S. Census Bureau has labeled disabled Americans the country’s largest minority population. Consider this story from a recent New York Times article: According to…

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