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Knowing How Doctors Die Can Change End of Life Discussions
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The essay, “How Doctors Die,” told the world that doctors are more likely to die at home with less aggressive care than most people get at the end of their lives.
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Outline - IYM Week 5 - Medical Care Planning - Lee-Anne Godfrey - Fall 2020
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“Medical Care Planning” Presentation by Lee-Anne Godfrey and Peter Kote for the fall 2020 workshop series
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Charitable Giving Form 2020 - Charitable giving questionnaire
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Financial & Estate Literacy – Charitable giving questionnaire
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Outline - IYE Week 5 - Charitable Giving - Don Vivrette & Peter Kote - Fall 2020
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“Charitable Giving” Presentation by Don Vivrette and Peter Kote for the fall 2020 workshop series
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Four Facts of Living Trusts
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Trusts are a valuable tool, but they may not be for everyone. It pays to know the ins and outs before you put your trust in a trust.
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How to Fund Your Living Trust
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A revocable living trust is one of the principal estate planning methods. While everyone should have a will, there are many benefits of a revocable living trust.
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Trusts to Protect Children
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Trusts are an excellent way to provide for the support and care of children while protecting them
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Spendtrhift Trusts
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A spendthrift trust allows a parent to protect a certain amount of inheritance
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Planning for Beneficiaries With Mental Illness or Addiction
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Mental illness and addiction are vitally important topics that every estate planner should be familiar with in today’s landscape. Unfortunately, these topics aren’t discussed nearly enough, but the fact is, one in five adults struggle with a mental health condition.
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Paying it Forward - Funding 529 Plans for Grandchildren
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For grandparents as well as parents, contributions to 529 plans are treated as gifts.
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