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New Year’s Resolution: Get Your Estate Plan in Order in 2025

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Did you make a New Year’s resolutions for 2025? Most Americans do, but they often are not very successful at accomplishing the goals they have set for themselves. In fact, CBS News reports that around half of all Americans create New Year resolutions but 75% have already stopped working on their resolutions by the time […] http://dlvr.it/TJCJ3H

What the Trump Administration Could Mean for Your Estate Plan

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Any time a new administration takes the Oval Office, clients call upon Estate Planning attorneys to provide assurances and guidance regarding what’s going to happen. As one administration leaves and another enters, many clients become nervous about the potential changes the incoming administration wants to make. With this new administration, the more things change, the more they stay the same. http://dlvr.it/THP5qm

Why You Need to be Careful About AI and Estate Planning

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If you are thinking about making an estate plan, you may be considering using AI tools on the web. There are tons of different free and paid artificial intelligence tools out there and they can be as easy to use as entering a simple prompt. If you’re playing around with these tools and thinking about […] http://dlvr.it/THLbrc

What You Should Know About Conditional Gifts

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Grantors like the idea of placing conditions upon a gift. In many ways, it’s the final opportunity to exert control or influence on the beneficiary. Most courts try to uphold the conditions as long as they are not void as against public policy or otherwise illegal or immoral. This article explores what happens when a Trustee fails to strictly enforce the conditions placed upon a bequest. http://dlvr.it/THFtZp

Must-Read Estate Planning Advice from Warren Buffett

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Estate planning can be complicated, but reading advice from knowledgeable people can provide you with more insight into what you should do during the process. It can also help you decide how you should handle estate planning issues with your loved ones. Recently, famed investor Warren Buffett gave some advice on estate planning. This was […] http://dlvr.it/THDGjv

Exploring Elder Abuse

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As seniors live longer and technology makes it easier for everyone to stay connected, elder abuse continues to rise. Estate planning attorneys may find themselves on the front-line of these matters. Because elder abuse takes on many forms, it’s important for practitioners and consumers alike to have the skills necessary to recognize the signs of elder abuse. http://dlvr.it/TH91r6

Now is a Good Time for a Donor Advised Fund

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As year-end approaches, many individuals look for ways to lower their income tax burden. Charitable contributions allow individuals to offset a portion of their income, but not all charitable contributions are created equally, and each has certain requirements to obtain the charitable deduction. Certain charitable-giving vehicles allow a donor to get more bang for their buck http://dlvr.it/TGlMnW