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What to Expect From (and How to Prepare For) an Initial Estate Planning Meeting With Your Personal Family Lawyer®

April 17, 2018

Whether you’ve met with an estate planning attorney before or it’s your first time, it’s important to understand how working with a Personal Family Lawyer® is different than meeting with a traditional lawyer.

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Reasons to Establish a Trust (and Being Rich Isn’t One of Them)

April 10, 2018

When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund – or trust – is actually a great estate planning tool for many people with a wide range of incomes who want to accomplish a specific purpose with their money.

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Choosing the Right Life Insurance Policy

April 3, 2018

While purchasing life insurance may seem pretty straightforward, it’s actually quite complex, especially with so many different types available.

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4 Warning Signs Your Elderly Relative May Be the Victim of Financial Abuse

March 27, 2018

Some of the most disturbing crimes against the elderly involve financial exploitation. While physical abuse is often easy to spot, financial abuse can be more difficult to detect, as victims often have no idea they’re being swindled until their money suddenly vanishes.

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5 Common Estate Planning Mistakes and How to Avoid Them

March 20, 2018

Since estate planning involves thinking about death, many people put it off until their senior years or simply ignore it all together until it becomes too late. This kind of unwillingness to face reality can create major hardship, expense, and mess for the loved ones and assets you leave behind.

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Common Estate Planning Issues You Must Navigate When Contemplating a Second (or More) Marriage

March 13, 2018

These days, second and even third marriages are fairly commonplace. And the estate planning issues that arise from multiple marriages can be highly complex and confusing.

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Estate Planning Best Practices Gleaned From Famous Celebrity Deaths

March 6, 2018

Discussing death can be awkward, and many people would prefer just to ignore estate planning all together. However, ignoring—or even putting off—such planning can be a huge mistake, as these celebrity stories will highlight.

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