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  1. Why You Should Review Your Estate Plan

    Why You Should Review Your Estate Plan Congratulations, you completed your estate plan. You can now relax. You have nothing to worry about anymore, right? Sure, that’s one way to think about it. However, let’s talk about why you should review your estate plan. As we all know, life happens. There is really nothing we […]

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  2. Estate Planning Attorney Questions

    Estate Planning Attorney Questions Questions You Should Ask Your Estate Planning Attorney Creating an estate plan is a personal and often emotional undertaking. Therefore, making the selection of your estate planning attorney of the utmost importance. Here are some questions you should ask your estate planning attorney to determine if they are the right person […]

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  3. Why You Might Want to go through probate

    Should You Avoid Probate? Why You Might Want To Go Through Probate Avoiding probate is a common goal for individuals deciding how they want their money and property to be handled when they pass. It is a worthy one and is regularly promoted by estate planning attorneys across the nation. However, probate is not an […]

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  4. Understanding the Probate Process

    Understanding the Probate Process With or Without a Will Most people have heard of the probate process, which takes place in probate court. And, they know that it is something that happens after someone passes away. Unfortunately, fewer people know that it can be a long and complicated process. It can sometimes take months, or […]

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  5. What is the Probate Process?

    What is the Probate Process? What is probate anyway? Probate is the legal process for authenticating a deceased person’s will, reviewing their assets, paying their outstanding debts and taxes, and distributing what remains to their inheritors. After an asset-holder dies, the court will appoint a valid will’s executor to administer the probate process. In the […]

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  6. Estate Planning vs. Elder Law

    Estate Planning and Elder Law What’s the Difference? As you start to plan for your future, both in terms of financial affairs and health care needs, you may wonder what estate planning and elder law entail. How do they differ? Estate planning and elder law also have some similarities. Even though these two types of […]

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  7. Medicaid Planning Protects Your Home

    Medicaid Planning Protects Your Home From Rising Health Care Costs and Capital Gains Your most valuable property may be your home, which is true for many people. You want your children to inherit that value when you pass. However, you are also concerned about planning for the future, declining health, and the potential need for […]

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  8. Avoiding the Medicaid Penalty

    Avoiding the Medicaid Penalty Individuals must meet the threshold requirements of limited income and assets to receive federal assistance through the Medicaid program for nursing home care, assisted living, in-home care, or adult foster care. As a result of these rules, many candidates give away their money and resources to qualify. However, there is a […]

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  9. Qualifying for Medicaid

    Qualifying for Medicaid: Avoiding the Five Year Look Back Penalty Period Nearly everyone will need long-term care at some point in their lives, so planning is vital. While we cannot predict the timing or level of care, we can take steps to prepare for an unexpected medical and financial crisis to help reduce the stress […]

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  10. Oh the Places you will go Webinar

    Did you just turn 18? Are you the parent of a child who turned 18 or is already 18 or older? If you answered yes to either of these questions, you need to check out The Happy Lawyer’s latest webinar. You will learn what estate planning documents young adults need AND why they need these […]

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