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Power of Attorney Beneficiary Designations Estate Planning

IR Global

Moving to a New State? Update Your Estate Plan

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Arizona is a popular destination for people who are considering moving to a new state. According to the U.S. Census Bureau‘s American Community Survey, over a quarter of a million people move to Arizona every year....more

Kohrman Jackson & Krantz LLP

Special Needs Estate Planning: Ensuring a Secure Future for Your Loved One

Estate planning is a crucial process for anyone looking to protect their family and assets, but for families with a loved one who has special needs, it requires additional considerations. Without proper planning, a...more

Dentons

Protecting And Empowering LGBTQ+ Iowans In Times Of Legal Uncertainty

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Recent years have seen an unprecedented rollback of many hard-won civil rights for LGBTQ+ Iowans at the state and federal levels. There are several ways LGBTQ+ Iowans can protect and empower themselves and their loved ones...more

Schwabe, Williamson & Wyatt PC

Estate Plan Maintenance

Having a fantastic estate plan does not mean much if you do not take steps to implement and maintain it. Just like your car, your estate plan requires maintenance. We have a few tips to help you keep your estate plan up to...more

Mandelbaum Barrett PC

Estate Planning Tips for Newlyweds and Expecting Parents: What You Need to Know

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For newly married couples and those starting a family, estate planning is often thought of as something to address later in life. However, as discussed by Dan Stone, an associate in the Elder Law Practice Group at Mandelbaum...more

Jaburg Wilk

Navigating Divorce in Arizona: Why You Shouldn’t Ignore Your Estate Plan

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Divorce is an emotional and complex process, but one important aspect that often gets overlooked is your estate plan. If you don’t update it, your estranged spouse could still inherit your assets or make crucial financial and...more

Offit Kurman

The Risks of Bad Advice

Offit Kurman on

In this episode of Trust Us, Danielle Friedman, Herb Fineburg, and Max McCauley tackle the pitfalls of common estate planning advice, highlighting the risks of adding children to bank accounts or deeds purely for convenience....more

Dentons

Legal Protections for LGBTQ+ Iowans Amid Post-Election Uncertainty

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In recent years, LGBTQ+ individuals have seen an unprecedented rollback of many of their basic civil rights at the state and federal levels. There are several steps LGBTQ+ Iowans and others can take to protect themselves and...more

Warner Norcross + Judd

Is Your Family’s Planning Actually Ready for an Unexpected Incapacity or Death? Stress Testing Your Estate Planning – Step 1

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Many families are confident that they have made the necessary preparations to transition their wealth, businesses, foundation and family office to the next generation ... someday, when the time is right. We know that some...more

Bowditch & Dewey

Key Estate Planning Adjustments to Make After Your Spouse Passes Away

Bowditch & Dewey on

The period after a spouse passes away is an emotional time of mourning. However, there are a handful of estate planning adjustments that you should make to protect your estate under the new conditions....more

Warner Norcross + Judd

Estate Planning for Millennials and Gen Zers

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Quick quiz – What do Michael Jackson, Prince, Heath Ledger, Amy Winehouse, Chadwick Boseman and Avicii have in common? Yes, they are all famous people who died unexpectedly at a fairly young age, but they have something else...more

Ward and Smith, P.A.

Estate Planning Considerations That Apply to Nearly Everyone

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Our attorneys field questions every day about the nuanced estate planning issues that arise due to a client's unique circumstances, but there also are many fundamental estate planning considerations that apply "across the...more

Chambliss, Bahner & Stophel, P.C.

You Can Just Say No: Declining to Act as an Agent Under a Power of Attorney

Acting as an agent under a power of attorney is a big responsibility and it isn’t something everyone can take on. It is possible to resign or refuse the position....more

Lasher Holzapfel Sperry & Ebberson PLLC

The Importance of Post-Divorce Beneficiary Planning

When you’re in the throes of a separation or divorce, it is easy to forget the importance of updating your will and your estate plan. With so much happening in the here and now, things like beneficiary designations and...more

Chambliss, Bahner & Stophel, P.C.

Estate Planning for a Single Person

If you are single, you may not think you need to plan your estate, but single people are in as much need of a plan as anyone else. Estate planning not only involves determining where your assets will go when you die -- it...more

Ruder Ware

4 Reasons You Need a Custom Financial Power of Attorney for Medicaid Planning

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We all want to save time and money when possible. So, when I am asked if the standard Wisconsin power of attorney for finances is sufficient, I understand the motivation to put a crucial document in place quickly and...more

Shutts & Bowen LLP

Game Plan: Who Is On Your Estate Planning Team Roster?

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Estate planning is a team effort and the lineup of individuals and professionals that you choose for your team roster will determine the integrity of your plan for years to come. An all-star lineup for your estate plan should...more

Ruder Ware

Ruder Ware's Elder Law Team Recognizes National Special Needs Law Month - Part 2

Ruder Ware on

My name is Attorney Jessica Merkel. As we shared earlier this month, October is Special Needs Law Month. Since this is part two of our two-part series, we wanted to recap that in our first part we shared with you some...more

Ward and Smith, P.A.

Unpacking Your Estate Plan When Moving to North Carolina

Ward and Smith, P.A. on

If you have recently moved to North Carolina, you are not alone. According to the U.S. Census Bureau, more than 300,000 people who called North Carolina home in 2018 lived in another state the previous year. Whether your...more

Chambliss, Bahner & Stophel, P.C.

"Failing to Prepare Is Preparing to Fail"

At 5:30 a.m. my phone started ringing. I am an early riser, but I have to say that I almost never get calls that early in the morning. In fact, that is my quiet time when I drink my coffee, think about my day ahead, and...more

Jaburg Wilk

Why Estate Planning is not Just for the Wealthy and Elderly

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In a youth-focused society, it is difficult to contemplate aging, let alone dying. Many young people assume, incorrectly, that estate planning is just for the elderly or the very wealthy. There are four reasons why everyone -...more

Chambliss, Bahner & Stophel, P.C.

How to Handle Sibling Disputes Over a Power of Attorney

A power of attorney is one of the most important estate planning documents, but when one sibling is named in a power of attorney, there is the potential for disputes with other siblings. No matter which side you are on, it is...more

Clark Hill PLC

The Best Housewarming Gift for the Unmarried Couple: An Estate Plan

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“Thinking too long about doing something is often the reason it never gets done.” –Everyday Life Lessons - In recent years, a growing number of Americans are deciding to cohabitate instead of getting married or...more

Dickinson Wright

Recent Changes in Estate Planning Laws May be Cause for Review of Your Estate Plan

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Recent change in tax laws have many people rethinking their estate plans. Also, changes in the normal course of life make it a good idea for persons with estates that range from small to large to review wills, trusts, powers...more

Adler Pollock & Sheehan P.C.

Have you addressed elderly parents in your estate plan?

Typically, an estate plan includes accommodations for one’s spouse, children, grandchildren and even future generations. But some members of the family can be overlooked, such as parents or in-laws. This article offers a...more

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