FAITH, FAMILY, AND THE FARM
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Orange City Estate Planning Blog

What’s ‘Brain Fog’?

Researchers are trying to unravel why some COVID-19 survivors suffer “brain fog” and other problems that can last for months, and new findings suggest some worrisome overlaps with Alzheimer’s disease.

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What Is the HEMS Standard?

The ‘HEMS’ (health, education, maintenance, support) standard in estate planning is used to guide trustees in how/when they should release funds to a beneficiary.

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Should I Place My Home in a Trust?

Part of being a responsible homeowner is having a proper estate plan in place. After all, considering the home is generally the largest asset most people own, it’s prudent to ensure this asset is passed to the people you wish to leave it to.

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What Happens to IRAs and 401(k) when Spouse Dies?

The rise in the stock market over the past several years, teamed with the passage of the SECURE Act two years ago and the scheduled 50% reduction in the size of the federal estate tax exemption four years from now, has resulted in a renewed interest in estate planning for IRA and 401k accounts owned by married couples.

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