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The Future Is (Almost) Here (Electronic Notarization and Louisiana Proclamation 37)

The Future Is (Almost) Here (Electronic Notarization and Louisiana Proclamation 37) The current pandemic has accelerated the inevitable shift beyond bricks and mortar.  We have been following this trend since 2017, which was our last post on Disruptive Innovations in Estate Planning.  The coronaviris is – to put it quite mildly – disruptive. In response […]

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Your legacy: Charitable giving is vital during the COVID-19 crisis

Your legacy: Charitable giving is vital during the COVID-19 crisis The novel coronavirus (COVID-19) pandemic and the resulting economic fallout is dealing a crushing blow to charitable organizations. Indeed, during a time when food banks, disaster relief and other nonprofit services are needed most by the public, their funding is suffering due to cancelled fundraising

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What to Know Regarding an Immigration Court Venue Change?

What to Know Regarding an Immigration Court Venue Change? When someone has been detained by U.S. Immigration patrols and is later released from detention, they will generally receive a Notice to Appear (“NTA”). Such document instructs the non-citizen to appear before an immigration judge on a certain date and/or location. Generally, the NTA will be

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The Rules have Changed Regarding your IRAs, RMDs and Estate Plan

The Rules have Changed Regarding your IRAs, RMDs and Estate Plan Many people’s estates typically include IRAs. Be aware that two major laws passed into law recently, the Setting Every Community Up for Retirement Enhancement (SECURE) Act and the Coronavirus Aid, Relief, and Economic Security (CARES) Act, have had a direct effect on IRAs. In

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Are Nursing Home Arbitration Agreements Enforceable by Law?

Are Nursing Home Arbitration Agreements Enforceable by Law? Historically, nursing homes ask, or at times, force patients and their families to sign arbitration agreements before being admitted into their care. Through signing these agreements, patients and their loved ones give up their right to sue if they think the nursing home is responsible for a

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Drafting your Will using Online Tools can Lead to Unwanted Outcomes

Drafting your Will using Online Tools can Lead to Unwanted Outcomes

Drafting your Will using Online Tools can Lead to Unwanted Outcomes The novel coronavirus (COVID-19) pandemic has refocused people’s thoughts on the health and safety of their families. In addition to taking the necessary steps today to protect your loved ones, it’s equally important to consider their financial security in the future. If you don’t

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Build Flexibility into Your Estate Plan with Powers of Appointment

Build Flexibility into Your Estate Plan with Powers of Appointment

Build Flexibility into Your Estate Plan with Powers of Appointment There are several tools you can use to build flexibility into your estate plan. Flexibility is especially important now because of an uncertain estate planning environment. The federal gift and estate tax exemption currently is an inflation-adjusted $11.58 million (the highest it’s ever been) but it’s

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Looking for a Trust that can also Act as a Financial Backup Plan? Consider a SLAT

Looking for a Trust that can also Act as a Financial Backup Plan? Consider a SLAT

Looking for a Trust that can also Act as a Financial Backup Plan? Consider a SLAT Some of the most effective estate planning strategies involve setting up irrevocable trusts. For a trust to be deemed irrevocable, you, the grantor, lose all incidents of ownership of the trust’s assets. In other words, you’re effectively removing those

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