Incapacity Planning

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Estate Planning as an LGBTQ+ Family

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Estate Planning as an LGBTQ+ Family

Since the Supreme Court legalized same-sex marriage in 2015, it would be easy to think that estate planning for LGBTQ+ couples would be just like heterosexual couples. However, same-sex couples may have situations that require extra or special planning, such as adoption by non-biological parents or navigating unsupportive family dynamics. Estate plans for same-sex couples could be more vulnerable to contests from family members who don’t recognize the validity of the couple’s relationship, they could challenge custody over non-biological children if the biological parent passes away, or they could interfere with a spouse’s ability to make medical and financial decisions for their partner.

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5 Tips for Helping a Loved One Deal with Memory Loss

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5 Tips for Helping a Loved One Deal with Memory Loss

Diagnosing memory problems can be difficult. Memory problems can be caused by depression, thyroid problems, a reaction between medications, dehydration, vitamin deficiency, stroke, infections, and dementia. If you are beginning to suspect that a loved one may be developing a memory problem, there are actions you can take immediately to help them.

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New Technology Can Help Seniors Age In Place

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New Technology Can Help Seniors Age In Place

To age in place successfully, a senior has to be able to engage with others, and remain healthy and safe in their independent living situation. The right technology can support their ability to do that. Discuss whether certain apps or devices might help your loved one stay safe and healthy, and consult with their primary care practitioner to identify areas where technology may help now and in the future.

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Helping Seniors Avoid Social Isolation

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Helping Seniors Avoid Social Isolation

Isolation among seniors is very common, even more so right now with pandemic restrictions. Social isolation can significantly impact health, well-being, and quality of life for seniors. Here are seven ways to help seniors avoid social isolation.

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National Estate Planning Awareness Week

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National Estate Planning Awareness Week

In 2008, the U.S. House of Representatives designated the third week of October as “National Estate Planning Awareness Week” in order to encourage American adults to create estate plans. Despite this, more than 50% of American over the age of 18 have estate plans. This year, in the face of a global pandemic, use this opportunity to learn how to protect yourself, your family, and your business.

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Estate Planning Tools for a Beneficiary with a Substance Use Disorder

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Estate Planning Tools for a Beneficiary with a Substance Use Disorder

September is National Alcohol & Drug Addiction Recovery Month. In 2017 alone, 19.7 million adults in America experienced a substance use disorder. For people trying to support a family member struggling with addiction, estate planning can be particularly emotional.

Spring Cleaning: Time to Clean Up Your Estate Planning

Spring Cleaning: Time to Clean Up Your Estate Planning

Your estate plan, like your home, periodically needs a thorough polishing. Your life circumstances are constantly changing, and an estate plan that perfectly met your needs a couple of years ago may now be cluttered with outdated provisions or documents. With spring fast approaching, now is the time to dust off your estate plan to ensure that it will still achieve your goals, as well as to avoid unintended consequences that may arise as a result of divorces, deaths, births, or other changes that have occurred since the last time your plan was reviewed.

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Planning during a pandemic

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Planning during a pandemic

Hi Anna. Everything happening right now really has me thinking I need to get a simple will done right away, just in case. What do I really need? Can you help me with this?

Hi friends! I’ve received many similar emails, texts, and DMs lately, so don’t feel like you are alone if the events of the past few days have you thinking about your own will and plans for your kids, should the unthinkable happen to you. There are three things I want you to know right now…