Author Archives: Kelly

Do You Have a Sweetheart Will?

Have you ever heard of a “Sweetheart” Last Will & Testament? Lawyers throw out that terminology quite often. It describes a Will you make wherein everything goes outright to your surviving spouse upon your passing; if your spouse predeceases you, … Continue reading

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Have You Put Off Estate Planning for Too Long?

According to a Rocket Lawyer poll, 57% of Americans say their excuse for not having a Will is that they just haven’t gotten around to making one.  The longer you put it off, though, the direr a catastrophic event could … Continue reading

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Trusts Aren’t Just for the Wealthy Anymore!

Many clients who initially come to visit me regarding their estate plan say “I need a Will” or “I need to update my existing Will.”  They automatically assume that since they don’t have a taxable estate (since the estate exemption … Continue reading

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Funding Final Expenses

No one likes to think about or discuss the “elephant in the room,” but we all know the familiar adage “there’s nothing certain but death and taxes.”  Despite the certainty of death, most Americans don’t plan for it.  Sadly, when … Continue reading

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Funding Long Term Care

Many people don’t think about their potential long term care needs until they’re faced with the need for long term care.  When faced with the emotional and physical turmoil of a loved one’s long term care needs, families quickly learn … Continue reading

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Do You Have an Inheritance “Right”

Ever seen the bumper sticker that says “I’m spending my children’s inheritance”?  You may have laughed about it when you saw it, but would you still be laughing if it were true? Most children believe they will receive some form … Continue reading

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Is Guardianship Necessary?

As parents age, many children have to grapple with the fact that they may have to begin making financial and healthcare decisions on behalf of their parents.  Normally this comes about due to cognitive issues from which a parent is … Continue reading

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Happy Fourth of July

Happy Independence Day from Four Pillars Law Firm!

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Supreme Court Rules Inherited IRA’s not Bankruptcy-Protected

In a sweeping decision in Clark v. Rameker, the U.S. Supreme Court held that funds in an inherited IRA are not protected in bankruptcy.  The Court’s analysis focused on key legal distinctions between the type of IRA you set up … Continue reading

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All Things Considered

What’s the fastest growing group of individuals in the United States? Those who are 85 years and older. And what’s one of the key needs for this group? Social support. Read more here.  Or listen to these clips from All Things Considered, the flagship … Continue reading

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