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Estate Planning Blog

When to Update Your Will: 8 Reasons You May Need to Revisit Your Estate Plan

Updating your will is not just a one-time event. It is an ongoing process that ensures your estate plan remains relevant and effective. In this article, we delve into the times when you should update your last will and testament and the reasons that can make it necessary. Therefore, if youre someone who can make a difference through charity or simply want to ensure that your estate planning documents are up-to-date, read on! Why Should You Update Your Will? Your will is a reflection of your wishes at a particular point in time.
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Revocable Living Trust can Help with Planning for Incapacity

While physical disabilities may not impact a client’s ability to manage their own assets, mental illnesses and age-related cognitive impairment can eventually lead to incapacitation and the inability to manage their own assets.
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Tree showing assets for estate planning

Personal Property - don't forget to tell them to share.

Dividing personal property: Strategies and considerations for fair distribution.
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life insurance beneficiary

What if Your Life Insurance Beneficiary Predeceases You?

If you have life insurance, you know you were required to pick a single or multiple beneficiaries when you purchased your policy. When you die, the beneficiaries receive the payout from the policy.
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Couple reviewing finances

What Can We Expect for the 2024 Social Security COLA Increase?

The Social Security Administration announced that beneficiaries will receive a 3.2% raise starting in January 2024. This means larger checks to the more than 66 million retirees who receive Social Security benefits.
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couple upset

Tasks to Be Done After a Loved One Passes

Even though the death of a loved one comes with unbearable grief, there are important tasks you must carry out as soon as you’re able.
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Image of spouses breaking up

What Is the Deceased Spousal Unused Exclusion Portability Deadline?

Revenue Procedure 2022-32 (2022-30 IRB 101) became effective on July 8, 2022. This guidance issued by the IRS allows certain taxpayers an extended amount of time (five years) to make a ‘portability election’ regarding estate and gift taxes.
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Ira account photo

What are The Biggest IRA Mistakes?

Millions of Americans use both traditional and Roth IRAs to save for retirement. However, that doesn't mean they all have a full understanding of how IRAs work.
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Old Doctor

What’s a 101-Year-Old Doctor’s Secret to Good Health?

The link between healthy eating and living longer is well-documented. Getting the nutrients that your body needs can help protect you from diseases such as diabetes, cancer, and heart disease.
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Why are Contingent Beneficiaries Important?

When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance.
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