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Author name: Emily Mansoor

Estate Planning Tips for Someone Facing Major Surgery

Receiving news that you need major surgery is never easy. Preparing for work absences, planning for childcare and household responsibilities, and understanding the procedure itself and your recovery timeline may be among the things you are worried about. If you have only a short time (weeks or days) to react, focusing on the essentials is […]

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Backup Plans Are Loving Too: Why You Need Contingent Agents and Guardians

Progressive Insurance recently rolled out a series of commercials featuring “backup” quarterbacks stepping in to handle everyday challenges, such as ordering food, giving advice, and even parking a trailer. After the “backup” salvages the situation, each commercial ends with the same line: “If only there were backups in real life.” The ads are designed to

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The Hidden Burden: What It Really Means to be an Executor, Trustee, or Agent under a Power of Attorney

An 80-year-old widower relied on his adult daughter for help with his daily life and finances for more than a decade. During that time, she managed his finances under a valid financial power of attorney, handling savings, pension income, and proceeds from the sale of his home. What began as routine assistance gradually became full

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Wondering Whether You Need to Update Your Estate Plan? You Do. Here Is Why.

Since creating your estate plan, have you thought about updating it? If you are like most people, probably not. However, the carefully thought-out plan you created years ago may not meet your current goals or family circumstances. To put things in perspective, consider a family that may sound similar to yours. Meet the Kendricks Bill

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Qualified Domestic Trusts: Your Jumpstart to Protecting Your Noncitizen Spouse

Married couples love each other and want the best for each other. Establishing a comprehensive estate plan is one way to provide the best for each other. Not only does an estate plan protect you when you are unable to care for yourself during your lifetime, but it also protects your hard-earned money and property

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Frequently Asked Questions: Expecting an Inheritance

Question 1: Should I tell my estate planning attorney that I am expecting an inheritance? Yes. While some people may be hesitant to count their chickens before they hatch, looping your estate planning attorney into your full financial picture is the best way to prepare for whatever the future may hold. By planning ahead, you can help ensure that

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Protect Your Estate from Cyberthreats

Well, that doesn’t seem right. It usually starts with something small. A strange email from a bank you do not recognize. A new credit card account you do not remember opening. A password reset link you never requested. A notice from the Internal Revenue Service (IRS) that someone has already filed a tax return in your name. At first there is confusion. No, there’s no way that’s right. Then anxiety sets in. Am I being scammed? After that, you may spend hours or days on the phone with banks, credit bureaus, and government agencies to reach an unsettling conclusion: Someone has my information and is

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