Elder & Estate

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Special Needs Trusts and Medicaid Planning: A Comprehensive Guide for Families
May 16, 2026

Special Needs Trusts and Medicaid Planning: A Comprehensive Guide for Families

Caring for a family member with disabilities requires careful financial planning. A special needs trust can provide crucial supplemental support while maintaining eligibility for essential Medicaid and SSI benefits. This guide explains how SNTs work and why they're essential.

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Digital Estate Planning: Protecting Your Digital Legacy
May 13, 2026

Digital Estate Planning: Protecting Your Digital Legacy

Learn how to protect your digital assets and legacy through comprehensive digital estate planning. This guide covers everything from creating a digital asset inventory to securing cryptocurrency and managing social media accounts after death.

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Joint Tenancy Pitfalls: Why Adding a Family Member to Your Bank Account Could Derail Your Estate Plan
May 12, 2026

Joint Tenancy Pitfalls: Why Adding a Family Member to Your Bank Account Could Derail Your Estate Plan

Joint tenancy seems like an easy way to avoid probate, but it carries major hidden risks. Learn the pitfalls and better alternatives for your estate plan.

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Spousal Medicaid Protection: How to Preserve Assets for the Well Spouse When One Spouse Needs Long-Term Care
April 29, 2026

Spousal Medicaid Protection: How to Preserve Assets for the Well Spouse When One Spouse Needs Long-Term Care

When one spouse needs nursing home care, Medicaid can provide coverage. But without understanding spousal protection rules, the healthy spouse could be left financially vulnerable. Here's how the law protects both spouses—and how to maximize those protections.

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The SECURE Act 2.0 and Inherited IRAs: New Rules Every Beneficiary Must Know
April 26, 2026

The SECURE Act 2.0 and Inherited IRAs: New Rules Every Beneficiary Must Know

The SECURE Act changed how inherited IRAs work. The 10-year rule, annual RMD requirements, and SECURE 2.0 updates affect millions of families. Here's what you need to know and do.

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The Executor's Checklist: A Step-by-Step Guide to Settling an Estate
April 25, 2026

The Executor's Checklist: A Step-by-Step Guide to Settling an Estate

Being named executor is an honor that comes with real legal responsibilities. This step-by-step checklist walks through everything you need to do — from securing the death certificate to closing the estate — and when to call in professional help.

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How to Avoid Probate: 7 Strategies That Actually Work
April 25, 2026

How to Avoid Probate: 7 Strategies That Actually Work

Learn 7 proven strategies to keep your estate out of probate court — from revocable living trusts to beneficiary designations and Lady Bird deeds. Probate is slow, expensive, and public. These strategies help you avoid it entirely.

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Estate Planning for Non-Citizens and Immigrants: What the Law Gets Wrong About Your Family
April 10, 2026

Estate Planning for Non-Citizens and Immigrants: What the Law Gets Wrong About Your Family

# Estate Planning for Non-Citizens and Immigrants: What the Law Gets Wrong About Your Family If you or your spouse was born outside the United States, estate planning is more complicated — and more urgent — than most people realize. The federal estate and gift tax rules tha

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How to Fund a Living Trust: The Step Most People Skip (And Why It Ruins Everything)
April 10, 2026

How to Fund a Living Trust: The Step Most People Skip (And Why It Ruins Everything)

# How to Fund a Living Trust: The Step Most People Skip (And Why It Ruins Everything) You did the hard part. You hired an attorney, signed the documents, and paid for a living trust. You're protected — right? Maybe not. A living trust only controls assets that are *inside* i

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Estate Planning Checklist: 7 Essential Documents Every Adult Needs
April 4, 2026

Estate Planning Checklist: 7 Essential Documents Every Adult Needs

Your complete estate planning checklist covering the 7 essential documents every adult needs, from wills and trusts to powers of attorney and advance directives.

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Will vs. Trust: What's the Difference and Which One Do You Need?
April 4, 2026

Will vs. Trust: What's the Difference and Which One Do You Need?

Understand the key differences between wills and trusts, when you need each, and why most families benefit from having both in their estate plan.

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Estate Planning 101: What Is Estate Planning and Why Every Family Needs a Plan
April 4, 2026

Estate Planning 101: What Is Estate Planning and Why Every Family Needs a Plan

Estate planning is one of the most important things you can do for your family. Learn what estate planning is, what documents you need, and how to get started.

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