Estate PlanninG
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Blog Posts in 2024

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  • Estate Planning Tips for Parents of Only Children
    Estate Planning Tips for Parents of Only Children

    Stereotypes surrounding “only child syndrome” have largely been debunked, as recent studies show that only children, on average, develop social skills similar to those of children with siblings. ...

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  • Your Social Security Benefits for 2025: COLA Update
    Your Social Security Benefits for 2025: COLA Update

    The Social Security Administration (SSA) has officially released its annual cost-of-living adjustment (COLA) figures for 2025. These newly issued numbers will have an impact on monthly Social Security ...

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  • How to Apply for Social Security Retirement Benefits
    How to Apply for Social Security Retirement Benefits

    The Social Security Administration (SSA) advises you to apply for retirement benefits three months before you want your benefits to begin. Even if you have no plans to receive retirement benefits, you ...

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  • Trustees, Executors, and Agents: How to Choose Key Players in Your Estate Plan
    Trustees, Executors, and Agents: How to Choose Key Players in Your Estate Plan

    While the term fiduciary is a legal term with a rich history, it generally means someone who is legally obligated to act in another person’s best interest. Trustees, executors, and agents are examples ...

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  • Who Should I Choose as My Initial Trustee?
    Who Should I Choose as My Initial Trustee?

    When you establish a trust, you nominate someone to be the trustee. If you are creating a revocable living trust, you will likely be the initial trustee. You will also want to name successors or ...

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  • NOW Is the Time to Choose a Guardian for Your Children
    NOW Is the Time to Choose a Guardian for Your Children

    We know it is difficult, even horrific, to imagine someone else raising your children. However, you must consider who you would choose to fill this important role. Otherwise, a judge—a stranger who ...

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