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7 Things to Know About Living Wills

7 Things to Know About Living Wills

What would happen if you became seriously ill or injured and were no longer able to make your health care decisions? People of any age can lose capacity. They may have an accident, suffer a serious injury, or develop a disability at any point. A...

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Probate Process: A General Timeline

Probate Process: A General Timeline

Probate is the legal process of formally recognizing a will after a person dies, naming or validating an executor to administer the estate, and distributing assets to intended beneficiaries. It also requires paying the decedent’s outstanding...

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What You Should Know About Prepaid Funeral Plans

What You Should Know About Prepaid Funeral Plans

How Much Are Funeral Costs in the United States? Funerals rank among the most expensive purchases many consumers will ever make. As of 2023, the median cost of a traditional funeral, with casket and burial, was $8,300. The average cost varies...

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How to Get a Death Certificate After a Loved One Dies

How to Get a Death Certificate After a Loved One Dies

The most recent data from the National Center for Health Statistics (NCHS) indicates more than 3,400,000 deaths in the United States in 2021. When someone dies, the local government issues a formal document known as a death certificate. The death...

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Be Aware of the Dangers of Joint Accounts

Be Aware of the Dangers of Joint Accounts

Joint bank accounts serve as a useful estate planning tool for passing money to loved ones outside of probate and planning for disability. But while they can achieve these goals, and are useful in certain circumstances, joint accounts also present...

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Securely Storing Your Legal Documents

Securely Storing Your Legal Documents

Among your key estate planning documents are your will, living wills, powers of attorney, and medical directives. Securing these somewhere your survivors can easily access them is crucial. Consider storing other information, like birth...

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Navigating Disputes in Probate Court

Navigating Disputes in Probate Court

When someone passes away, the probate process ensures that the deceased’s estate fulfills its debts and that the heirs receive their assets. The deceased’s will dictates how to settle and distribute their assets and debts. (If no will exists,...

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What Is MAID (Medical Aid-in-Dying)?

What Is MAID (Medical Aid-in-Dying)?

Many people seek to avoid situations in which life is unnecessarily prolonged. Subsisting on expensive life-support long beyond when treatment might improve one's quality of life can be cruel. With advance directives, including living wills and...

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A Seniors Guide to Estate Planning

A Seniors Guide to Estate Planning

Most older adults acknowledge that estate planning is essential. Yet, nearly half of Americans age 55 or older do not have a will, and even fewer have designated powers of attorney, a living will, or health care directives. These...

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New Year’s Resolution: Get That Estate Plan Done

New Year’s Resolution: Get That Estate Plan Done

Visiting your attorney to get your estate plan done is one New Year's resolution that you should definitely keep. None of us knows whether or when we may find ourselves seriously injured or sick. But if it does happen, you may not be able to speak...

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Report: The Current and Future State of Estate Planning

Report: The Current and Future State of Estate Planning

Over the next two decades, experts foresee Baby Boomer households transferring more than $84 trillion in generational wealth. Amid challenging economic times, it is more important than ever to protect your assets for yourself and your loved ones....

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Using a QTIP Trust in Estate Planning

Using a QTIP Trust in Estate Planning

Estate planning is crucial when managing valuable assets and ensuring the smooth transfer of wealth to future generations. There are various types of estate planning tools available, some of which may be more useful depending on your circumstances....

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2024 Annual Gift and Estate Tax Exemption Adjustments

2024 Annual Gift and Estate Tax Exemption Adjustments

With the arrival of the new year, revisions to the annual gift tax and estate tax exclusions will be going into effect, as recently announced by the Internal Revenue Service (IRS). Gift Tax Exemption for 2024 Every calendar year, you can gift up to...

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What to Know About Creating a Living Will

What to Know About Creating a Living Will

Creating a living will ensures your future health care decisions and plans are respected. A living will, or advance directive, is a legal document outlining medical treatment preferences and end-of-life care if you can’t communicate or make...

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6 Ways the Sandwich Generation Can Plan for The Future

6 Ways the Sandwich Generation Can Plan for The Future

Anyone experiencing the struggle of simultaneously caring for children and aging parents is part of the sandwich generation. Although “generation” is part of the phrase, it doesn’t refer to people born at a specific time. Typically, these family...

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Is Your Financial Information in Order?

Is Your Financial Information in Order?

Preparing and organizing your financial information for when you are no longer capable will bring peace of mind to you today. At the same time, it may relieve your loved ones’ burden in the future. You’ll ensure proper management of your financial...

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Reducing the Risk of a Family Fight in Probate Court

Reducing the Risk of a Family Fight in Probate Court

Many family circumstances can increase the risk of probate litigation. High-risk factors that often bring about probate litigation can include sibling rivalry, second marriages without a prenuptial agreement, and dysfunctional family dynamics....

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Estate Planning for Surviving Spouses

Estate Planning for Surviving Spouses

After losing a spouse or longtime partner, it’s difficult to look past your grief. However, it’s crucial to understand the important and timely decisions you must make regarding your finances and personal estate plan. Estate planning is an ongoing...

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What Is a Gun Trust?: Estate Planning Q&A

What Is a Gun Trust?: Estate Planning Q&A

According to Pew Research, 30 percent of adults in the United States report owning a firearm. Gun sales have risen in recent years, particularly during the Coronavirus pandemic. While many reported having weapons for protection and hunting, 6...

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Innovative Long-Term Care Housing Solutions for Seniors

Innovative Long-Term Care Housing Solutions for Seniors

The population of seniors over 65 is expected to increase exponentially over the next decade. A study by the Office of Policy Development and Research exposed the country’s unpreparedness for housing the aged population. America has three major...

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Medicare Extra Help Program Set to Expand in 2024

Medicare Extra Help Program Set to Expand in 2024

Seniors and disabled citizens will receive more access to the Medicare Extra Help Program as of the beginning of 2024, the federal government announced. This expansion of benefits could enable up to 3 million people to reduce their prescription...

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The Consequences of Not Paying Your Property Taxes

The Consequences of Not Paying Your Property Taxes

When Geraldine Tyler, age 94, relocated to a senior community, she stopped paying property taxes on her home. After the property was foreclosed on, the county where Tyler’s home was located sold the property for $40,000 to recover about $15,000 in...

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Affordable Housing Options for Low-Income Older Adults

Affordable Housing Options for Low-Income Older Adults

Safe housing that meets older adults’ needs is essential to healthy aging in communities. Many seniors with low, fixed incomes struggle to balance housing expenses with the costs of health care, transportation, and groceries. Finding inexpensive,...

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Do You Need a Trust?: Estate Planning Q&A

Do You Need a Trust?: Estate Planning Q&A

According to the 2023 Wills and Estate Planning Survey by Caring.com, only 34 percent of Americans have an estate plan. The primary reasons respondents gave for not participating in estate planning are: Procrastination Believing they need more...

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Should I Explore Qualified Longevity Annuity Contracts?

Should I Explore Qualified Longevity Annuity Contracts?

In late 2022, the federal government passed legislation known as the SECURE 2.0 Act. Provisions in this bill have made it easier for people to fund certain annuities that can delay taxes on their retirement funds until the age of 85. First, What Is...

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Why You Should Designate Beneficiaries

Why You Should Designate Beneficiaries

According to WealthCounsel, over a third of Americans have experienced or witnessed familial conflict when someone dies without an estate plan. While most people believe having an estate plan is important, only a third have a plan in place,...

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Limited Power of Attorney in Estate Planning

Limited Power of Attorney in Estate Planning

A power of attorney (POA) is a document that authorizes one or more parties (known as the “agent” or “attorney-in-fact”) to act on behalf of a person (referred to as the “principal”). Most powers of attorney documents are guided by state law, which...

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Does Medicaid Cover Self-Measured Blood Pressure?

Does Medicaid Cover Self-Measured Blood Pressure?

According to the American Heart Association, high blood pressure contributes to many significant health conditions, including heart attack, heart failure, stroke, and kidney failure. In the United States, 121.5 million adults suffer from high blood...

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Becoming a Family Caregiver for an Ailing Loved One

Becoming a Family Caregiver for an Ailing Loved One

Taking on the responsibility of providing full-time care for an aging or disabled loved one can be a rewarding experience. Being a primary caregiver helps you rest assured that your loved one is receiving compassionate care from someone who will go...

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Aging Care: 6 Tips for Caring for Elderly Parents

Aging Care: 6 Tips for Caring for Elderly Parents

Many adult children wonder what their aging parents may need and how can they can help provide it for them. You may constantly worry about your parents or other older loved ones, especially if you live far away from them. You can, however, take...

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Medicaid Expansion: What Might It Mean for You?

Medicaid Expansion: What Might It Mean for You?

As of late 2022, more than 84 million people were enrolled in Medicaid — a number that has steadily increased in recent years. Amid the pandemic, total enrollees climbed by 20 million people from 2020 to 2022 alone. Meanwhile, the debate among...

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This Tax Season, Seniors Can Get Free Assistance

This Tax Season, Seniors Can Get Free Assistance

When it comes to filing your 2022 federal tax return for the 2023 tax season, you may be able to access several forms of assistance for free. Filing Online: IRS Free File In January 2023, the Internal Revenue Service (IRS)’s Free File service...

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Deducting Long-Term Care Insurance Premiums in 2023

Deducting Long-Term Care Insurance Premiums in 2023

Are you a taxpayer who has purchased long-term care insurance (LTCI)? Take note of your policy details and your premium amount, as you may be able to deduct the cost – or at least part of it – from your 2023 income. If your total eligible medical...

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Does Medicaid Cover Self-Measured Blood Pressure?

Does Medicaid Cover Self-Measured Blood Pressure?

According to the American Heart Association, high blood pressure contributes to many significant health conditions, including heart attack, heart failure, stroke, and kidney failure. In the United States, 121.5 million adults suffer from high blood...

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What Is Hospice Care at Home?

What Is Hospice Care at Home?

Hospice care is a type of health care that patients with terminally ill conditions rely on at the end of their lives. This type of care focuses on pain management and emotional, spiritual, and familial support for patients nearing the end of their...

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5 Healthy Holiday Nutrition Tips for Seniors

5 Healthy Holiday Nutrition Tips for Seniors

Yuletide is just around the corner. They say it’s the most wonderful time of the year. However, you should take care of yourself during the holiday, especially if you are a senior. Proper nutrition is key to maintaining good health. This is...

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Advancements in Alzheimer’s Disease

Advancements in Alzheimer’s Disease

Many of us have friends, family members, or know of someone that has been diagnosed with Alzheimer’s disease. This disease gradually destroys memory and other mental functions that cause confusion. While there is no cure currently, the medical...

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Summertime and Life Conversations: 3 important topics!

Summertime and Life Conversations: 3 important topics!

Summer is the best time of year to have important conversations with your loved ones. As you plan to get together for holidays or just for fun, plan to have these important conversations with those you love.  1. Who is in Charge? In the event of an...

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How To Prepare For Your Graduating Seniors

How To Prepare For Your Graduating Seniors

Congratulations to all of our high school seniors! Graduation is just around the corner and so is college!  We love this time of year, the celebrations and commemorations, and the anticipation of our young adults leaving the nest.  With...

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Is Now A Good Time To Tidy Up Your Estate?

Is Now A Good Time To Tidy Up Your Estate?

Estate planning is the best way to protect yourself, your family, business, and other assets. There is a real sense of security when these documents are in place. To those of you who have set up your estate plan, congratulations! However, just...

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Recession and Dementia

Recession and Dementia

Financial Insecurity As of December 2019, market volatility is rocking the world and it appears that this may be the norm going into 2020 and many experts fear recession is imminent. Whether a...

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How to Qualify for Medicaid

How to Qualify for Medicaid

Black & White Rules? The first thing a law student learns is there is no such thing as a “black and white” rule. To every rule there is an exception (and probably many!). These exceptions make the rules of our society vastly more colorful than...

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Do I Need a Trust?

Do I Need a Trust?

Many people believe that trusts are only for millionaires. This is not the case. Most of our clients do not have a million dollars, but they do have specific wishes for how their estate will be managed when they die. In Oregon, the three most...

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