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24 August

National Make-A-Will Month: One Conversation That Can Make All the Difference

Estate Planning, Medicaid Planning, August 24, 2026

“Mom Always Said She Wanted Me to Have the Family Bible…” After their mother passed away, three siblings gathered in her home to sort through her belongings. They all wanted.

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14 August

National Make-A-Will Month: Peace of Mind Starts with a Plan

Estate Planning, Medicaid Planning, August 14, 2026

When your wishes are clear, everything becomes easier. August is National Make-A-Will Month, a reminder that one of the greatest gifts you can leave your loved ones isn’t financial—it’s clarity..

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27 July

The Hidden Legal Risks of Living Together Without Marriage

Estate Planning, Miscellaneous, July 27, 2026

Many couples build a life together without getting married. They may share a home, combine finances, raise children, or spend decades committed to one another. Emotionally, they see themselves as.

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13 July

Qualified Income Trusts: What Every Florida Family Should Know

Estate Planning, Medicaid Planning, July 13, 2026

For many Florida families, qualifying for Medicaid long-term care benefits can be confusing, especially when a loved one’s monthly income exceeds Medicaid’s income limit. Fortunately, a Qualified Income Trust (QIT),.

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30 April

Can I Take Money From My Deceased Loved One’s Bank Account?

Probate, April 30, 2025

It happens more often than you might think: a loved one passes away, and within days, family members are faced with the urgent question—what do we do about the bills?.

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19 February

Should I Add My Adult Child to My Deed?

Estate Planning, February 19, 2025

For many parents, ensuring their child inherits the family home is a top priority. The idea of adding an adult child to the deed might seem like a straightforward way.

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28 January

The Essential Role of a Health Care Proxy

Estate Planning, January 28, 2025

In today’s healthcare environment, the role of a health care proxy has become increasingly important. Research shows that nearly 70% of adults will require some form of long-term care in.

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14 January

Incentive Trusts: Ensuring That an Inheritance Will Be Well Spent

Estate Planning, January 14, 2025

Many parents and grandparents with significant wealth worry about the impact an inheritance might have on their heirs. Will the recipients use the funds wisely, or will they squander them.

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16 September

Estate Planning for Your Digital Legacy

Estate Planning, September 16, 2024

An often-overlooked aspect of estate planning is your digital legacy. Deciding what happens to your digital assets when you pass away has become a crucial part of comprehensive estate planning..

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18 March

Why You Should Designate Beneficiaries

Estate Planning, March 18, 2024

Over one-third of Americans face family conflict when someone dies without an estate plan. Despite the perceived importance of estate plans, Caring.com’s 2023 Wills Survey reflects only a third of.

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Helping people age with grace and dignity while protecting their legacy

Recent Blog Posts

  • National Make-A-Will Month: One Conversation That Can Make All the Difference August 24, 2026
  • National Make-A-Will Month: Peace of Mind Starts with a Plan August 14, 2026
  • The Hidden Legal Risks of Living Together Without Marriage July 27, 2026

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