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Orange City Estate Planning Blog

Doctors can’t Recognize this Form of Dementia

Lewy body dementia reached the public eye in 2014, after reports that Robin Williams died with diffuse Lewy body disease. However, despite the fact that Lewy body dementia is the second most common dementia, it remains frequently unrecognized.

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What Is a ‘Caregiver’ Agreement?

As family members age and require care, the burden of that care often falls on an adult child. For those that leave jobs to care for family members, it can become a financial hardship for the family.

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stimulus check

A 40 Year Social Security Scam Finally Ends

In February, Social Security officials calculated that a woman who was sent monthly checks for decades was 114 years old. The problem? The lifelong New Yorker died more than 40 years ago—and may never have seen a penny of her retirement checks totaling nearly a half-million dollars.

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What Is a Fiduciary and a Fiduciary Duty?

A fiduciary is someone who manages property or money on behalf of someone else. When you become a fiduciary, the law requires you to manage the person’s assets for their benefit—and not your own.

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Probate and trust administration in Orange City Iowa

12 Times You Should Update Your Will

It is also important to realize that it isn’t merely “why” you are updating your will, but “when” you are updating that can make all the difference. Acting too late (or too early) may mean your changes are no longer appropriate or even immediately invalidated.

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How to Be Smart about a Financial Windfall

Windfalls can result from fortunate events, like lottery winning, and unfortunate events, like a legal settlement. Whatever the triggering event, a big injection of cash can certainly be a life-changing event in someone’s life.

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