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Monthly Archives: August 2011

If I Am Single, Do I Still Need to Put Together an Estate Plan?

Many single people, especially those who do not have children, wonder if they need an estate plan.  The answer is Yes!  Without an estate plan, your assets will be distributed according to your state’s intestate succession (died without a will) … Continue reading

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You Think I Should Preplan My Own Funeral?

Wow – that is a hard task to get motivated to accomplish.  We all know we are going to die, but acknowledging it through preplanning your own funeral can be a really difficult task.  Why would you even want to … Continue reading

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Don’t Let Your College Bound Kids Leave Home Without These

What are these “must have” items that need to be included on your child’s college preparation checklist?  A healthcare surrogate, a HIPAA personal representative designation and a living will. What are these documents and why are they important?  A healthcare … Continue reading

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When Mom, Dad or Aunt Sue Need to Move

When aging in place is no longer an option for your older loved one, selling their house and moving to either a smaller house or a senior community is often the next step for them.  But, selling a house isn’t … Continue reading

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Plan Ahead When Making a Gift to Your Special Needs Family Members

If you have a family member with special needs, you already know how vitally important monthly payments from the Social Security SSI program and medical coverage through Medicaid can be to their well being.  Yet, there are so many other … Continue reading

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