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Now is a Good Time to Make Sure Your Plan is Up-To-Date

Now is a Good Time to Make Sure Your Plan is Up-To-Date

by Deliberato Law Center | Jul 26, 2023 | blog, Estate Planning

Has your financial or medical situation changed since your plan was created? Have any of your children or grandchildren gotten divorced and remarried, or started families of their own? Do your beneficiary designations continue to reflect your wishes? What about the...
Don’t Let Your Vacation Home Cause Double Probate Problems

Don’t Let Your Vacation Home Cause Double Probate Problems

by Deliberato Law Center | Jul 12, 2023 | blog, Estate Planning, Estate Planning Education

When it comes to providing for your loved ones after you’ve passed on, you want to make things as easy as possible. This means, among other things, avoiding the lengthy and burdensome probate process. But even if you take the proper steps to protect your property, if...
The Objectives and Benefits of a Spendthrift Trust

The Objectives and Benefits of a Spendthrift Trust

by Deliberato Law Center | Jun 28, 2023 | blog, Estate Planning, Spendthrift Trust

A spendthrift trust is typically used to prevent a beneficiary from receiving his or her inheritance all at once. There are several reasons why a grantor (the person who creates the trust) might want to consider such an approach. The most obvious reason is that the...
Preserving Legacies: Navigating Alzheimer’s and Estate Planning with Compassion

Preserving Legacies: Navigating Alzheimer’s and Estate Planning with Compassion

by Deliberato Law Center | Jun 21, 2023 | blog, Elder Law, Estate Planning, Medicaid

Estate planning can be a difficult task under any circumstances. When it comes to working with a loved one suffering from dementia, however, it can be that much more fraught. Ensuring that all of the necessary documents are in place while treating your family member...
Building Up to Your Financial Milestones

Building Up to Your Financial Milestones

by Deliberato Law Center | Jun 14, 2023 | blog, Estate Planning

When it comes to future planning, you can’t expect everything to happen at once. Achieving your financial goals takes both time and a well-thought-out plan. Nonetheless, it’s important to set benchmarks for yourself, so you know what you need to work towards. Reaching...
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