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Estate Planning & Financial Planning: Seeking Expert Advice
Estate Planning | Financial Planning | Trust Planning | Wills

Estate Planning & Financial Planning: Seeking Expert Advice

This month’s Legal Brief discusses how to find expert advice in estate planning and financial planning. We focus on how to find the right professionals to manage your assets and plan for your future. At times, financial matters are confusing….

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Planning for a child with special needs
Estate Planning | Guardianship | Special Needs Trust | Trust Planning | Wills

Planning for a child with special needs

This month’s Legal Brief focuses on supporting the children in our lives with special needs. One important way to take care of your child or family member is to create a Special Needs Trust. A Special Needs Trust provides a…

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Protecting and Keeping Assets Within your Family
Estate Planning | Trust Planning

Protecting and Keeping Assets Within your Family

Trust planning is the topic of this month’s Legal Brief. You work hard building assets over a lifetime. Trust planning allows you to decide how assets are distributed among your beneficiaries. More specialized, complex trusts ensure trust assets are used…

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Five Key Considerations as You Plan for Your Future
Elder Law | Estate Planning | Law | Powers of Attorney

Five Key Considerations as You Plan for Your Future

As we get older, we face a variety of concerns, challenges, and questions in planning for what lay ahead for us and our families. How do I navigate costs for medical and nursing or long-term care? Who will make decisions…

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Give Mom Peace of Mind
Estate Planning | Powers of Attorney | Trust Planning | Wills

Give Mom Peace of Mind

This month on the Legal Briefs blog …what do you get for the mom who has everything? Gift buying for someone who doesn’t need much or is simplifying their possessions may require thinking outside the box. Consider giving mom estate…

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How Estate Planning Needs Change Throughout Your Life
Estate Planning | Law

How Estate Planning Needs Change Throughout Your Life

Welcome to Legal Briefs, every month we will cover a topic of interest to our clients in one of our practice areas. First up … What’s the big deal? Does everyone really need estate planning? The short answer is yes….

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  • Who We Are
    • How things work
    • Andrew
    • Angela
    • Lisa
  • What We Do
  • Estate Planning
    • Wills
    • Young Family Plan
    • Trusts
      • Revocable Living
      • Heritage
      • Special Needs
      • Irrevocable
      • Irrevocable Medicaid
      • Charitable
      • Qualified Personal Residence Trusts
    • Additional Documents
  • Elder Law
    • Housing Options
    • Retirement Planning
    • Conservatorship & Guardianship
    • Long-Term Care Insurance
    • Lockbox Trust
    • Family Bank Trust
  • Business Law
    • Single Member LLC
  • Contact Us