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    Non-Borrowing Spouses of Reverse Mortgage Holders Receive Expanded Protections

    The government has expanded access to protections for spouses of reverse mortgage holders who are not named in the loan document, allowing more such spouses the ability to stay in their home if the borrowing spouse dies or moves to a care facility. 

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    Preserving the Family Vacation Home for Generations to Come

    Summer is winding down and if you are one of the lucky ones, you got to spend some time at a family vacation home. How do you make sure your children and grandchildren can enjoy that second home as much as you did?

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    How an Irrevocable Life Insurance Trust Can Be Used to Avoid or Reduce the Estate Tax

    With the federal estate tax exemption possibly about to be lowered, it may be time to think about steps you can take to keep your estate from being taxed. An irrevocable life insurance trust could be the answer. 

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    Make Sure Your Estate Plan and Other Essential Documents Are Safe from Disasters

    In the event you lose your house in a natural disaster or through another calamity, it is important that your estate planning and other important documents are beyond reach and easily retrievable. 

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    The Film ‘I Care a Lot’ Highlights Vulnerabilities in the Guardianship System

    Netflix’s popular new movie, I Care a Lot, is far-fetched in a lot of ways, but it does highlight some real weaknesses in the guardianship system in certain states in our country that make it possible for an unscrupulous guardian […]

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    A Florida Estate Planning Attorney’s Take on ‘Framing Britney Spears’

    The public has become fascinated with the details revealed in “Framing Britney Spears”, a documentary by The New York Times. We have been getting questions from concerned fans regarding conservatorships (known as guardianships in Florida) and estate planning, the unique […]

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    Case Study: What happens if I have no friends or family to care for me when I get older?

    Video about what to do if you have no friends or family to care for you when you get older.

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    Do I Need a Durable Power of Attorney?

    One of the most important estate planning documents is the Durable Power of Attorney. Top things to know about the Durable Power of Attorney: Appoints one or more people (your Agent) to handle your financial and legal matters. It is effective when […]

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