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Talking to Parents About Estate Planning & Dementia

Grappling with the aging process can be difficult for both elderly parents and their adult children. This is especially true if you have a parent who’s showing early signs of dementia and you need to help them with their estate, healthcare, and financial planning. This process is difficult but not impossible, and working with an experienced estate planning attorney can help immensely.

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Why Signing A HIPAA Release is an Important Part of Estate Planning

Having control over your health information is important when drafting your estate plan. A HIPAA release is a vital estate planning tool that allows you to set boundaries regarding the use and release of your medical records.

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The Role of the Estate Executor

Estate planning – the process of distributing your assets to your loved ones when you’re gone – is generally accomplished in one of two ways – a last will and testament or a living trust.

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What to Do First When a Loved One Dies

The death of a loved one is often an emotional and unsettling experience for the survivors. Regardless of how prepared you may be, saying goodbye and eventually moving on can be extremely difficult.

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Estate Planning Attorney vs Online Forms

Unfortunately, many Americans do not have a last will and testament in place, the starting point of estate planning. If asked why they haven’t prepared a will yet, some may say they don’t know how to and others may think wills are only for wealthy people.

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Why a HIPAA Release Is an Important Part of Estate Planning

A HIPAA release authorization gives others access to your protected health information, medical documents, and bills. As part of your estate planning, you should complete an authorization for the release of protected health information to a family member or to a trusted friend or associate.

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Dispelling Estate Planning Myths

When people hear the word “estate,” they often imagine homes behind guarded gates and luxury automobiles traveling the state’s highways and byways, and they conclude that the term “estate planning” applies only to those fortunate few.

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Estate Planning: Things to Consider Before You Start

Drafting a detailed estate plan can help prevent possible issues and disputes when settling your final affairs or distributing assets to inheritors after your death. Whether you have a small or large estate, creating an estate plan allows you to plan adequately for life's uncertainties, protect your assets, finances, and investments, help your family members save time and money, and eliminate some stress when you're gone.

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Estate Planning Terms to Know

Settling a decedent’s final affairs and distributing assets without a detailed estate plan can present different challenges. Whether you have a small or large estate or a concise end-of-life care plan, having a properly drafted estate planning document is essential to protect your assets, property, finances, investments, surviving loved ones, and prepare for an uncertain future.

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What Is The Process For An Estate Plan?

Everyone needs an estate plan to protect their property and their loved ones. Contrary to popular belief, you can benefit from having an estate plan even if you do not have significant assets. In fact, individuals should start thinking about crafting an estate plan at an early age.

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