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A lot of times, estate planning “bad news” or “horror” stories involve some sort of dispute or disagreement between two opposing sides. For example, a few years ago, a case centering on the distribution of a life insurance policy went all the way to the U.S. Supreme Court. The account holder’s widow went to court to demand that she receive her husband’s $124,000 death benefit payout. The problem was, however, that she wasn’t the named beneficiary on the policy’s death beneficiary designation form; the man’s ex-wife was. (He had filled out the form many years earlier, while still married to the previous woman, and had never updated the beneficiary designation.) Ultimately, the courts ruled in favor of the ex-wife and the widow got nothing.

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If you’ve read much about estate planning, you know that just about everyone needs a plan. You may also know that certain groups of people have things in their lives that make planning especially important for them.

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One method some people rely on to accomplish this planning goal is the life estate deed. Life estates do have certain advantages. They are simple to set up and they are simply to deal with after the owner dies. At the death of the owner (technically known as the life tenant), the beneficiary (technically known as the remainder owner) simply provides a copy of the deed and proof of death.) They also have the advantage of avoiding probate (as long as they’re set up properly and the beneficiary doesn’t die before the owner does.)

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For a lot of people, one of the biggest (if not the single biggest) asset for which they seek to plan is their home. Estate planning when it comes to your home can be very important to you for multiple reasons. One very obvious reason is that, in many cases, the home is largest single asset in that’s person estate.

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The Legacy Assurance Plan is a multifaceted services program designed to provide its members with all the resources they require to meet their estate and financial planning needs, with access to an experienced estate planning lawyer. With the plan, members have the confidence of knowing that they have one place, and one team of trusted professionals — who are well-acquainted with them, their needs and their goals — at the ready to help as they create and execute their various legal, financial and tax strategies.

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If you have a loved one with special needs whom you desire to include in your estate plan, you may already have heard about “Special Needs Trusts” or “Supplemental Needs Trusts” (SNTs.) This variety of trust planning can be very helpful because it allows you to provide a distribution for the benefit of your loved one with special needs without doing it in a way that potentially jeopardizes their continued eligibility for their government program-based benefits and services.

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One of the groups of people who have one of greatest needs for engaging in careful and comprehensive estate planning is people who have one or more beneficiaries who have special needs. For these people, proper planning is vital because, in many cases, the beneficiaries with special needs whom they desire to include in their legacy receive essential services through governmental programs that have needs-based eligibility requirements.

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The Legacy Assurance Plan is a multifaceted services program designed to provide its members with all the resources they require to meet their estate and financial planning needs, with access to an experienced estate planning lawyer. With the plan, members have the confidence of knowing that they have one place, and one team of trusted professionals — who are well-acquainted with them, their needs and their goals — at the ready to help as they create and execute their various legal, financial and tax strategies.

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There is common saying among people in the various planning fields. This saying encourages people to “expect the best but plan for the worst.” Planning for the worst is a wise and cautious way to make sure that, whatever comes your (or your family’s) way, you are ready. Your estate plan can benefit from this type of thinking as well.

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A power of attorney permits you to grant powers that normally only you could exercise to another individual. The individual to whom you give these powers is known as your agent or “attorney in fact”. Despite the name, there is no requirement that this person be a licensed attorney.

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