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Latest Blog Posts

Easing the Stress of Being a Sandwich Generation Caregiver

According to a 2021 survey conducted by the Pew Research Center, nearly a quarter of U.S. parents find themselves struggling as part of the “sandwich generation,” those who are caught in a squeeze as they tackle caring for both their own parents and their children. Being a multigenerational caregiver can be a financial, logistical, and…

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Choosing a Trustee for Your Special Needs Trust

Choosing the right trustee for any trust is a difficult and extremely important decision. In the case of choosing the right trustee for the trust you have created to protect your loved one with special needs, the decision is even more important—particularly if your loved one is a young child. Let’s take a look at…

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When Was the Last Time You Updated Your Estate Plan?

For many, an estate plan is created and never looked over again – until it’s necessary to do so. But did you know that you should really look at your estate plan as something that grows and changes with you? Life Changes Think about what has happened in your life since the last time you…

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Why Transferring Home Ownership Does Not Replace an Estate Plan

It can be tempting to avoid the costs of creating an estate plan when your only significant asset is your home. Afterall, what’s the harm of simply putting your home in your child’s name to avoid probate and be done with it? We hear this question more than you’d think at our office, and we…

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How to Avoid 6 Common Challenges in Your Will or Trust

Although you may have taken the time to create a well structed will or trust, there are some common challenges which may present themselves upon your passing. Disputes amongst beneficiaries can result in bitter family relations, costly court proceedings and financial devastation. The following are some proactive measures you can take to avoid common challenges…

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Should Your Beneficiary Serve as Your Executor or Trustee?

Choosing An Executor or Trustee For most people, choosing an executor or trustee means choosing someone close to them – a family member or a friend. However, this often means their executor or trustee is also a beneficiary. But, will choosing a beneficiary create a conflict of interest? The short answer is, the best way…

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