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    Unlock Peace of Mind: Steps to Creating a Living Will

    Creating a living will ensures your future health care decisions and plans are respected. A living will is a legal document outlining medical treatment preferences and end-of-life care if you can’t communicate or make decisions for yourself.

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    Should My End-of-Life Care Plan Include a Death Doula?

    A death doula, or end-of-life doula, is a person who serves as a companion for a dying person and typically assists their loved ones in providing comprehensive and supportive care.

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    2024 Gift and Estate Tax Exemptions: What You Need to Know

    With the arrival of the new year, revisions to the annual gift tax and estate tax exclusions will be going into effect, as recently announced by the Internal Revenue Service.

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    Baby Boomers: Inheritance Conversations With Your Children

    Not talking to your adult children about their inheritance comes at a cost. Do what you can to manage expectations for adult children as they forge their financial plans. Knowing their general inheritance situation can change their decision-making process and lead to better outcomes.

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    Estate Planning: Should I Divide My Assets Equally?

    Even if your children get along well, the distribution of your assets can require conflict resolution skills. Without previously experiencing any significant conflicts, even close siblings can struggle to maintain happy family relationships when settling your estate.

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    A Seniors Guide to Estate Planning

    Most older adults acknowledge that estate planning is essential. Yet, nearly half of Americans age 55 or older do not have a will. Even fewer have designated powers of attorney, a living will, or health care directives. 

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    A Useless Power of Attorney: Avoid Free Legal Documents

    You might be tempted to download a free power of attorney form when looking for estate planning services online. But will that be enough to ensure the document is legally recognized?

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    40% of People Say They Don’t Have Enough to Make a Will

    Four in 10 people believe they do not have enough assets to make a will, according to a new survey. This statistic reflects a common misconception about estate planning: that it is only for the wealthy.

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    Navigating Disputes in Probate Court

    Professional estate planning considers eventual probate and estate administration to avoid common problems. However, should disputes arise, an experienced litigator can protect and guide you in probate court.

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    Who Does a Probate Attorney Represent: Executor or Heirs?

    Many executors don’t understand the probate process and leave the tasks to the lawyer. While the executor has a fiduciary duty to protect the heirs’ interests, does the lawyer? It depends on your state.

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