Estate Planning for the Care of Minor Children

Here at A/Z Wilson Estate Planning & Elder Law Estate Planning and Elder Law LLC, we understand the paramount concern of parents – the welfare of their children should anything happen to them. Considering who would become the caregivers of your children is an emotional question, and determining how your children would be financially supported is equally crucial. Most …
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Strategic Gift Giving: A Smart Approach to Estate Tax Reduction

At A/Z Wilson Estate Planning & Elder Law Estate Planning & Elder Law LLC, we understand that tax-efficient wealth transfer is a priority for many of our clients. Fortunately, only a small percentage of Americans will face federal estate tax concerns. This is because the exemption is worth several million dollars. Consequently, you can bequeath or donate up to …
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Pets of Our Firm

Sam and Sora Meet Sam He is deaf but he is the sweetest. He is full of spunk and visits the office daily and spends most of the day with Bill in his office. He is a bit mischief if you leave any type of food out as he does enjoy to eat.
Maximizing Your Philanthropic Impact with Charitable Trusts

Beneficence through Charitable Trusts – A Strategic Approach to Giving Philanthropy can reach new heights when coupled with astute planning. If you’re contemplating a significant contribution to a cause close to your heart, a charitable trust can be a powerful vehicle to meet your philanthropic goals. At A/Z Wilson Estate Planning & Elder Law Estate Planning & Elder Law …
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Ensuring Your Health Care Preferences Are Respected

At A/Z Wilson Estate Planning & Elder Law Estate Planning & Elder Law LLC, we understand the importance of having your health care preferences followed by medical professionals. Our clients often express concerns about the extent to which medical personnel will respect the instructions outlined in their health care documents, such as living wills and advance directives. The Obligation …
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What Is a Living Will?

When creating a comprehensive estate plan, a living will is among the most important considerations. A living will outlines your healthcare preferences when you may no longer be able to voice them yourself. At A/Z Wilson Estate Planning & Elder Law Estate Planning & Elder Law LLC, we understand how challenging estate planning can be. We’re here to guide …
Debunking Common Myths Surrounding Retirement Plans

Are you confident in your understanding of how retirement plans work, especially when it comes to withdrawing your hard-earned money? It’s time to separate fact from fiction and clear up some widespread misconceptions. Let’s take a closer look: The belief that funds in a 401(k) are untouchable until retirement is incorrect. While generally, early withdrawals—before …
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Communities Served & Our Involvement

LaGrange Attorneys Assisting People With Estate Planning and Other Legal Needs Determining what will occur if you become sick or die can offer you peace of mind that your wishes will ultimately be fulfilled. Specifically, estate planning tools can allow you to set forth your wishes for how your property should be distributed after your …
Assisted Living vs. Nursing Homes: What’s the Difference? (Part 1)

Although assisted living facilities and nursing homes are both long-term options for housing and care for older adults, there are some differences between them and these two terms are not synonymous. For those considering the decision on where to live as they get older, it’s important to understand these differences. Assisted living communities and nursing …
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Estate planning can be difficult. Surprises in a will can complicate things further (Part 2)

Last week, I shared ways that surprises in one’s will can cause stress and difficulty for family members after someone passes away. Here are a few more reasons it is best to be open with your loved ones about your estate plan. The kids ‘don’t always get along’ In cases where inheritance is not divided …