Specifying your wishes in Estate planning and what are your options

Specifying your wishes in Estate planning the things you should consider

Written by Andrew Osterland adapted by AEPA Person going over the do’s and don’ts of estate planning. KEY POINTS: You don’t have to be older and rich to start estate planning. In fact, the earlier you start, the better. Estate planning “involves relatively simple documents, but I’ve seen some horror stories when people don’t address…

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Got Cryptocurrency or NFTs? They Need to Be in Your Estate Plan

bit coin wallet

Unrecognizable person using his smart phone and trading Bitcoin. Bitcoin / Cryptocurrency concept. by: Tracy Craig, Fellow, ACTEC, AEP®, Emily Parker Beekman original article written May 23, 2022 Handled incorrectly, these popular assets could go poof. You need a password-sharing plan, a plan for naming beneficiaries and possibly a trust. Cryptocurrencies and non-fungible tokens (NFTs) are becoming a bigger…

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What is a Special Needs Trust?

By Elder Law Answers www.elderlawanswers.com Multiracial family with special needs child sitting outdoors together on summer day. Child is sitting in wheelchair.   Americans are living longer than they did in years past, including those with disabilities. Planning by parents can make all the difference in the life of a child with a disability, as…

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Women and Estate Planning

Women and estate planning

Estate Planning for Women, why it is so important Article adapted by Robert J Green, Esquire Estate planning is a very important tool for everyone, but it’s often neglected for women. As more and more women become independent and build their own wealth, the need for estate planning has quietly risen in turn. Here’s 3…

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Avoid confusion about health documents in estate planning

Health Care Power of Attorney

  The advance directive may give the agent the power to make end-of-life decisions, or explicitly require the removal of life-prolonging devices. Advance directives commonly require two doctors to determine that the patient has a terminal condition, that death is imminent and that machines are only artificially prolonging the dying process. The document also usually…

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Spring Cleaning: Time to review your Estate Plan

Spring Review

Spring Cleaning: Time to Review Your Estate Plan Adapted by Jennifer B. Cona Written April 6, 2022 Spring is a great time to review your estate plan. Here is a checklist to help you review your estate planning documents. Check the Last Time You Updated Your Estate Plan An estate plan should be periodically reviewed…

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