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How to Make a Graceful Exit

  When you came in to this world, you came in kicking and screaming, hopefully. You also came in with nothing, not even with any clothes on your back. Now you have a lot more stuff. How do you want …

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Estate Planning Legal Fees

You have done your estate plan. You have a will, financial and health care powers of attorney and maybe even a trust. You know how much it cost to set it up, but did you ever think about the overall …

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Caring for your Senior Self

Are you over age 60? Many studies have found a measurable slow-down in physiological systems, both physical and mental, after age 60. Studies have also shown that seniors often believe that they are doing things as well or better than …

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Is Your Estate Plan Like the Rich & Famous?

Aretha Franklin died last month with an estate estimated at some $80 million, and did not leave a will or trust. Although Aretha’s four sons are her heirs-at-law entitled to her assets under state law, a niece who handled finances …

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The Title of Assets Matter with Trusts

You finally have signed your trust. But hopefully, your estate plan includes more documents and instructions than your trust. In addition to your trust, you should have, at a minimum, your financial and health care powers of attorney and your …

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Ten Years of Change

August 10, 2008. Do you remember: Michael Phelps won his record 8th gold medal at the Beijing Olympics, Pádraig Harrington won the rain delayed PGA Championship at Oakland Hills Country Club, soul singer and actor Isaac Hayes died, AND my …

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Beware of the Five-Fee Estate Planner

You go to your estate planner to have your financial and health care powers of attorney, will and trust drafted or updated. Oftentimes, it is challenging to choose the people who are going to handle your finances and property when …

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