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06 November, 2024
As we round out another election season, it’s natural to focus on how government policies might affect our families and finances. However, as any experienced Olney estate planning lawyer will tell you, there’s a crucial aspect of your family’s...
30 October, 2024
Even iconic artists like Prince can encounter estate planning challenges. As a devoted fan of many musical legends, I was surprised as an Olney trust lawyer to learn that Prince passed away without a trust or will. Sadly, the resulting legal battles within...
23 October, 2024
Inheriting an IRA can be a significant financial event, and recent changes to the IRS rules make it crucial for beneficiaries to understand their obligations. Whether you’re in Olney or elsewhere, these new regulations could significantly impact...
16 October, 2024
When a loved one passes away, settling their estate can be a complex process, especially if you’re not familiar with their financial affairs. As an Olney probate lawyer, I often hear concerns from family members worried about missing assets or incomplete...
09 October, 2024
As an Olney inheritance lawyer, I often recommend Irrevocable Life Insurance Trusts (ILITs) to clients looking to protect their family’s wealth. Life insurance is a powerful estate planning tool, but without proper planning, it can become vulnerable...
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