I’m a beneficiary. What does that mean?
A few years ago, a young man came to our office asking for some legal advice. He had received a letter in the mail from an attorney informing him that his half-brother had passed away. He had not spoken to his brother in many years, and their father had already passed away, so...
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More Than Just The Start of Summer
If you didn’t know better, you might think that Memorial Day is all about heading to the beach, eating hotdogs, and scoring a good deal on a new mattress. Advertisers have taken what was once an opportunity to remember our deceased soldiers and our relatives who passed before us, and turned it into...
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Track Your Benefits With A My Social Security Account
Do you know how much money you will get from Social Security if you retire or become disabled in the near future? You could access that information in a matter of seconds if you had my Social Security account.
My Social Security is an online portal the Social Security Administration (SSA) has...
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What Happens to Cryptocurrency When Its Owner Dies?
Cryptocurrency and Estate PlanningBitcoin, Litecoin, Ethereum, Zcash, Dash, Ripple, Monero… these aren’t just a bunch of made-up words, they are the most popular forms of cryptocurrency. They are a making waves in the financial world and creating interesting challenges for estate planners.If you die with a shoebox of cash hidden...
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What If This Is My Circus? And Those Are My Monkeys?
There is an old Polish saying that roughly translates, “Not my circus, not my monkeys.” It is a reminder that one need not get involved with every messy situation one comes upon, and should not take responsibility for controlling or changing a volatile or delicate situation out of one’s sphere of influence. The phrase...
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What Happens If You Don’t Have An Estate Plan?
When you meet someone new, the conversation usually covers the same general topics: family and careers. We love bragging about our family as much as the next person. But when the conversation comes around to what we do for a living, we are much more cautious about sharing our passion. A lot of people...
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4 Huge Estate Planning Mistakes & How To Avoid Them
The Titanic didn’t have enough lifeboats for all its passengers because the ship was “unsinkable.” The Mars orbiter was lost because some engineers used the metric system while others used the English system. Decca Records turned down the Beatles because they weren't sellable. No mistake you make will ever be a bad as...
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Harper Lee’s Will Keeps Her Affairs Private
The odds are good that you have read the book or saw the movie adaptation of To Kill a Mockingbird. Harper Lee’s coming-of-age classic has a perennial spot on summer reading lists, and in the hearts of many attorneys who view Atticus Finch as a fictional role model.
When a follow-up, Go Set...
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Are You Your Family’s Archivist?
When Mary’s parents passed away, Mary inherited the house she grew up in. And everything in it. Figuring out what to do with her family’s “treasures” was more work, and more rewarding, then she could ever have imagined. Assisting her with the task gave our firm a crash course on archiving with an...
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When Should You Plan For Long-Term Care?
Planning for Long-Term Care Should Be Done A Long Time Before You Need It
52% of all adults over the age of 65 are projected to spend time in a nursing-home or need some other form of long-term care in their lifetime. We work with clients who want to proactively plan for the cost of...
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