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18 February
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When Should I Change My Power of Attorney

Author Siegel Law Group
in Estate Planning
power of attorney

Power of Attorney is one of the most important tools in your estate plan. When you designate someone to have Power of Attorney, you grant them legal control to make decisions on your behalf, when you are unable to make those decisions. The person who you name as your power of attorney has an overriding legal obligation (known as a fiduciary duty) to make decisions that are in your best interests. This is not the same as “medical power of attorney,” which would be more in line with your medical needs and decisions at that time. Reasons to Change My Power...

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22 January
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The What, Who, and How of Undue Influence (And How To Protect Yourself)

Author Siegel Law Group
in Estate Planning
Image of a senior person's hands symbolizing vulnerability to undue influence

Most will be familiar with the names of at least one of these famous people: Groucho Marx, (movie actor, comedian) Pauly Shore (movie actor, comedian) and Stan Lee (founder of Marvel Comics and creator of Spider-Man).  Why do I mention them and what do they have in common?  They’ve all been involved in legal proceedings involving a claim of undue influence. So what is undue influence and how can it impact us and our loved ones? Let’s have a look.  What Does Undue Influence Look Like? When it comes to our personal estates, we plan carefully to ensure our families are provided for after we’re...

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18 December
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Should You Consider A Special Needs Trust?

Author Siegel Law Group
in Trusts
Image of a family smiling because they have established a Special Needs Trust with Siegel Law Group

Do you have a close family member with special needs who requires care and assistance? If so, you may be interested in creating a “Special Needs Trust.” This legal tool can help you provide for your family members with special needs while allowing them to remain eligible for their benefits. How Does a Special Needs Trust Work? In order for someone to qualify for SSI or Medicare, there is a limit to how much they can have in the bank. An inheritance, or large sum payment, can disrupt this balance and jeopardize their benefits. A Special Needs Trust ensures this does not...

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21 November
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Are Celebrities Different When It Comes To Families Fighting Over Estates?

Author Siegel Law Group
in Estate Planning
digital assets

Famous icon, Aretha Franklin, recently passed away, and now her sons are fighting over control of her estate. Their family tensions are spilling over into the news. Her sons are contesting the validity of her will. One son argues that an old will is valid;and another son says that there is a 2014 handwritten will that was found under cushions in Aretha’s Detroit home. This is likely the last thing that Aretha wanted to happen to her family. Estate planning isn’t different just because someone is a wealthy celebrity. The amount of wealth may be different; but the problems of children,...

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21 November
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Can You Imagine Challenging Your Parent’s Will?

Author Siegel Law Group
in Estate Planning

It's more common than you think.  Imagine that you are expecting to inherit a significant portion of your parent's estate, only to discover that he or she left a large amount to someone that you never expected. This type of shock can change a child's life, and leave them feeling confused, angry and wondering if they have any options. Fortunately, there are ways to challenge a will when the circumstances don't add up. A will is a document that specifies a person's final wishes for distribution of their estate, and care of minor children. In some situations, people with an interest in...

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27 August
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Planning For Your Incapacity

Author Siegel Law Group
in Estate Planning

Seeking estate planning in case of incapacity? The Siegel Law Group can assist your family. Get in touch today by calling (561) 955-8115 for a free consultation or browse our website for more information. Most people prepare wills and trusts to plan for their death. But what happens if you become seriously ill, or injured, but you don’t pass away? Who will take care of you and your affairs? How can you make sure that you have the help you need and can trust? It’s advisable to discuss planning for incapacity with an experienced estate planning...

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27 August
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Keeping Your Family Out of Probate Court

Author Siegel Law Group
in Estate Planning

Looking to avoid probate court? The Siegel Law Group can assist your family. Get in touch today by calling (561) 955-8115 for a free consultation or browse our website for more information. Keeping your family out of probate court may be the best thing that you can do for them. The death of loved ones is emotionally devastating. It is even more stressful when families end up in probate court, potentially facing long and expensive legal battles, while waiting to close an estate. Fortunately, there are many ways to ensure that your family...

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19 June
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How Often Should You Review Your Estate Plan?

Author Siegel Law Group
in Estate Planning
living trusts and estate planning

Ready to review your estate plan and plan for the future? Get in touch with the Siegel Law Group to get started today! You drafted a will with your attorney, and then you filed it away and promptly forgot about it. In fact, maybe you forgot about it for decades! Many people assume that drafting a will is a one-time event; but it really is only the first step in the process. The truth is that you should review your estate plan for necessary changes on a regular basis, and when major...

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24 May
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Six Components of a Comprehensive Estate Plan

Author Siegel Law Group
in Estate Planning
Estate planning guide

Ready to begin estate planning? Get in touch with Siegal Law Group today, and we'll help you put together a plan that works for you and your family. You just got married or had a child and decide it’s time to make an estate plan. Where do you start? What do you need? Should you just draft a will and be finished? Wills are important, but there is much more to an estate plan. Read on to learn about six important components you should consider for your comprehensive estate plan. When...

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03 May
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Pet Estate Planning – What if something happens to you?

Author Siegel Law Group
in Estate Planning
Pet Estate Planning with Siegel Law Group

Ready to begin pet estate planning? The Siegel Law Group is prepared to assist your family. Get in touch, and we'll handle the process for you. Maybe not the first thing people think about when they think about estate planning. But for many clients, their pets are a key part of their life and they want to make sure that if something happens, their pets will be properly cared for in the short and longer term. Some of us may remember the Leona Helmsley case from the 1980’s where Ms. Helmsley left...

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