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SSDI and Social Security Retirement

Under the Social Security Administration (SSA), Social Security Disability Insurance (SSDI) and Social Security Retirement (SSR) are separate programs. However, they may work together in some cases. However, most SSDI recipients won’t see a change in their benefits when they…

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Estate Planning for Widows and Widowers

A spouse's death is a life-changing experience emotionally, spiritually, and often financially. It is common for one spouse to handle family tax and estate plans, and a widow(er) may be looking at a complex financial situation with more questions than…

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The Probate Process

In the United States, probate is the process by which a will is formally acknowledged, and a personal representative (executor) is named to administer the estate. Navigating the probate process will vary according to state law. Therefore, it is good…

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Five Legal Documents You Need to Have

As your mental capacity decreases and your health declines, it can become more difficult for you to make sound financial and healthcare decisions. Putting these five must-have legal documents in place before life becomes too difficult to handle is crucial…

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What is Medicaid?

In the United States, Medicaid provides comprehensive health insurance as well as financial protection for millions of Americans. The program helps low-income families, individuals, and people with disabilities receive adequate health care and provides nursing home or community long-term care…

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What Probate is All About

Even though probate carries a stigma of having a bad reputation, thoughtful estate planning can minimize or avoid it. In reality, most heirs will have to navigate the probate process to some degree after losing a loved one. Understanding what…

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Ask Your Elder Law Attorney These Questions

The process of estate planning and considering financial matters can be emotional and challenging. However, it is crucial to wisely manage your assets while aging and provide for the family members who will survive you. Your elder law attorney knows…

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Retirement Planning for Generation X

Generation Xers are entering their 40s and 50s at a time when retirement planning should be a priority. There are many things to consider, including finances, investments, insurance policies, legal documents, living arrangements, and healthcare. It is advisable to make…

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General Timeline of Probate

Throughout probate, a will is formalized, a personal representative is appointed to administer the estate, and assets are distributed to intended beneficiaries. It also requires paying the decedent’s outstanding debts and federal and state taxes. Each state has different laws…

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