Category Archives: Insurance

Estate Planning and Second Marriages

Maintaining an updated estate plan is an important aspect of financial care. It is especially important to update following a divorce and/or the start of a second marriage. Blended families and new marriages create an interesting problem for will-makers, as … Continue reading

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3 Easily Avoidable Estate Planning Mistakes

Estate planning is not a topic that many like to think about. After all, planning for our death can be a morbid way to pass the time. But, instead of thinking about the negative, it is important to remember the … Continue reading

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Planning Ahead for the Medicaid Look Back Period

It is always a good idea to start thinking about long-term planning early so that you are financially prepared for the future and your mind can be at ease if future hardship should occur. While estate planning is one endeavor … Continue reading

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An Introduction to High-Net Worth Estate Planning

Estate planning is an important concern for anyone who desires their affairs be handled according to their wishes after their death.  Planning for high-net worth individuals and families is complex and dependent upon the particular desires of the family. High-net … Continue reading

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5 Must-Have Estate Planning Documents

As the New Year progresses, there is no better time to start thinking about estate planning. To start your year off right, here is a checklist of the five must-have pieces to every solid estate plan. 1.  Will This is the most obvious starting … Continue reading

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How Estate Taxes May Impact your Life Insurance Policy

In the process of estate planning, there are many things to consider. An estate planning attorney can be essential to formulating a sound plan that is best tailored to your individual situation and long-term legacy. Life insurance is a staple … Continue reading

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Long-Term Care Premium Deductibility Limits Increase in 2014

While the importance of healthcare is a topic that is often discussed, many people fail to take long-term care insurance into consideration.  Yet, long-term care insurance can be just as essential to your financial plan as any other preparation done for retirement.  While no one wants … Continue reading

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National Estate Planning Awareness : Pass it On

Over the course of this blog I’ve advocated for immediate design of an estate plan under the advisement of an estate planning lawyer like me. As this is National Estate Planning Week, it’s only fitting that I should make another … Continue reading

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Room to Grow, Your Right to Know: HIPAA and HCPOA Forms

Our children are growing up in so many ways: they’re going off to college or into the work force, where they will gain valuable life skills and learn important lessons. Most of them are also going become adults, by which … Continue reading

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