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Bradley & Riley PC on Avoiding Probate – LIVING WELL Magazine

AVOIDING PROBATE –

THE CURE CAN SOMETIMES BE WORSE THAN THE DISEASE

Courtesy Bradley & Riley PC, Linn County LIVING WELL Magazine
The internet provides multiple articles on the horrors of probate and supplies various “do-it-yourself” techniques for avoiding probate. Many of these techniques have unintended consequences resulting in bigger problems than the probate proceeding itself. […]

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Chayet & Danzo, LLC., on Legacy Planning – LIVING WELL Magazine

Legacy Planning – Does your checking account make you who you are?
By Frank J. Danzo III and Marco D. Chayet, Chayet & Danzo, LLC., East Denver LIVING WELL Magazine

A will is crucial for ensuring your wishes are respected, but there’s another tool to consider. A legacy plan puts the focus not only on money and assets, but also on your values, morals, traditions and accomplishments. […]

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Brock, Clay, Calhoun & Rogers on Transferring Wealth – LIVING WELL Magazine

TRANSFERRING WEALTH:
NARROW WINDOW, BIG OPPORTUNITY
By Ann Watkins, Attorney at Law, Brock, Clay, Calhoun & Rogers, LLC, North Atlanta LIVING WELL Magazine
Estate tax planning may not be the most stimulating topic of discussion in normal times, but for those of us who plan around estate and gift taxes for a living, recent events have been a veritable roller coaster ride. […]

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Chayet & Danzo – Study on Alzheimer's Demonstrates Need for Elder Law Planning – LIVING WELL Magazine

Study on Alzheimer’s Demonstrates Need For Elder Law Planning
By Marco D. Chayet, East Denver LIVING WELL Magazine

Every 70 seconds someone in the United States develops Alzheimer’s. A definitive report on Alzheimer’s came out only two years ago and was startling in its findings. […]

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Craig Watson on Planning to Avoid Probate – Texoma LIVING WELL Magazine

Planning to Avoid Probate and Guardianship without Using a Living Trust

Craig Watson, Texoma LIVING WELL Magazine

Arvie is an 85-year-old widow in good health. She delights in her two adult children, who also enjoy a good relationship. Her will was drafted over a decade ago. She owns a house (debt free) and about $150,000 in cash. She has a long term care insurance policy in case she needs nursing home care. She wonders if she needs a power of attorney and a medical directive, so she schedules an appointment with an elder law attorney. […]