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Legacy Planning: The Ultimate Gift

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Why Would I Need a Post-Nup?

While couples might sign a prenuptial agreement before they’re married and a “post-nup” after, it’s more than just the timing that differentiates these arrangements, experts say.
12/20/22 • by: Law Office of Michelle Adams
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How to Transfer Business to the Next Generation

Failing to properly plan for disability, death, or the ultimate transition of a family business can lead to disastrous financial consequences for both the business and the family.
12/12/22 • by: Law Office of Michelle Adams
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Costly Mistakes Women Make with Social Security

Retirement planning is an important part of long-term financial wellness. For women, the process can be especially fraught.
12/12/22 • by: Law Office of Michelle Adams
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Estate Planning for Different Ages and Stages of Life

An estate plan works like the operating system on your phone or computer. It runs in the background. However, it needs occasional updates to keep the plan current.
11/17/22 • by: Law Office of Michelle Adams
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Can Loved One’s Funeral Expenses Be Deducted?

The ability to deduct funeral expenses on your tax returns depends on who paid for the funeral expenses.
11/17/22 • by: Law Office of Michelle Adams
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What Do I Need to Do When a Loved One Dies?

It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.
10/20/22 • by: Law Office of Michelle Adams
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Estate Plans Can Protect against Exploitation

According to experts, despite increased phishing emails and robocalls, it is far more common for financial exploitation to be committed by people who know the victim, such as relatives, caregivers, neighbors, or ‘friends.’
10/20/22 • by: Law Office of Michelle Adams
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What’s Being Done to Help Seniors Age in Place?

It’s common for older adults to leave their homes and move into a new living space – like a family member’s house, assisted living facility or nursing home – but a recent effort by the U.S. Department of Housing and Urban Development is hoping to change that and help older homeowners instead age in place.
10/20/22 • by: Law Office of Michelle Adams
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Are Seniors Missing Out on Important Benefits?

Millions of older adults are having trouble making ends meet, especially during these inflationary times. Yet many don’t realize help is available. Some notable programs that offer financial assistance are underused.
10/12/22 • by: Law Office of Michelle Adams
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Can Beneficiary Designations Be Challenged?

Retirement accounts fall into a category of assets that pass to heirs directly outside of the will and are not subject to probate. That is, if the paperwork is in order.
08/15/22 • by: Law Office of Michelle Adams
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Regardless of your income level or celebrity status, everyone will leave a legacy. And author Michelle Adams helps you to be intentional about building a strong family legacy. Order a copy today!
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