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9 (Potential) Problems with Your Trust

All trusts should be reviewed every few years to make sure that they are up-to-date with the law and meet your goals today. Following is a checklist of trust features…

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Redo Your Estate Plan When You Remarry

If you are getting remarried- you obviously want to celebrate- but it is also important to focus on less exciting matters like redoing your estate plan. You may have created…

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Biden Administration Considering Changes to Estate Tax and Stepped-Up Basis Rule

A new administration usually means that tax code changes are coming. While it remains unclear exactly what tax changes President Biden’s administration will usher in, two possibilities are that it will…

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Stop Using “And/Or” in Your Complaints

You know the feeling. You’re drafting a Complaint, but your client can’t remember every detail; or you can’t make heads or tails of the record; or the law itself is…

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Activities of Daily Living Measure the Need for Long-Term Care Assistance

Most long-term care involves assisting with basic personal needs rather than providing medical care. The long-term care community measures personal needs by looking at whether an individual requires help with…

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Does the FDCPA Permit a Consumer to Dispute the Validity of a Debt Orally?

On January 31, 2014, the United States Court of Appeals for the Fourth Circuit addressed the issue of whether a debt collection notice that advised consumers that they could only…

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Four Provisions People Forget to Include in Their Estate Plan

Even if you’ve created an estate plan- are you sure you included everything you need to? There are certain provisions that people often forget to put in in a will…

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A Guidebook to Planning for Old Age

Millions of Americans are facing old age essentially alone. One in three baby boomers is single or no longer part of a couple due to divorce or death. Others may…

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How Changes to the Portability of the Estate Tax Exemption May Impact You

On July 8, 2022, the Internal Revenue Service issued new guidance that allows a deceased person’s estate to elect “portability” of their unused gift and estate tax exemption for up…

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Pay Requirements — The FLSA vs. FMLA

The U.S. Department of Labor issued a recent opinion letter addressing paid and unpaid breaks for FMLA-mandated intermittent leave.  The opinion letter resolved a conflict between the Fair Labor Standards…