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Can Artificial Intelligence Programs Write Basic Estate Planning Documents?
With the increased coverage of artificial intelligence (AI) and all of the applications it can have in our everyday lives, some people may wonder whether an AI program can create an estate plan for them. While AI may be able to generate basic estate planning documents, including wills and trusts, there is no guarantee that they will be valid and enforceable. Providing accurate information and executing the documents in compliance with your state's laws is critical. Otherwise,

Matt Swenson
May 29, 20256 min read


How Estate Planning is Like Planning a Barbecue
For many, the Memorial weekend, though rightfully a somber occasion full of reflection, signals the beginning of summer and enjoying warm-weather activities, including backyard barbecues with friends and family. Although a cookout may be an informal affair, planning is crucial to its success. This is true for estate planning, too. Just as preparations are necessary for a successful cookout, a little planning goes a long way to prevent a poorly designed estate plan (or no esta
Sandy Emerson
May 19, 20255 min read


The Importance of Successor Trustees
An estate plan that includes a revocable living trust is an excellent way to protect yourself and your loved ones upon your passing or in the event you are unable to manage your own affairs. As opposed to other estate planning options, a revocable living trust gives you the ability to keep control of and enjoy your accounts and property during your lifetime and to maintain privacy in how the accounts and property are managed, and may save your loved ones the time and financia
Sandy Emerson
Apr 26, 20256 min read


HIPAA: An Overview for Young Adults
The Federal Health Insurance Portability and Accountability Act of 1996 (HIPAA) was enacted to provide guidelines to the healthcare industry for protecting patient information and preserving privacy. This is usually a non-issue for minors because parents, as legal guardians, generally have access to their children’s medical information, make most of their medical decisions, and pay the expenses. However, once an individual turns 18, they are no longer a minor but a legal adul
Sandy Emerson
Apr 17, 20253 min read


"We Always Get Along..."
So Your Family Always Gets Along? You Still Need an Estate Plan In many families, everyone gets along, happily gathering for the holidays, sharing laughs, telling stories, and enjoying each other’s company. Then, the matriarch or patriarch dies. Suddenly, disagreements surface (sometimes from years of pent-up resentment or hurt feelings, and the once-happy family is now embroiled in litigation over the head of the family’s money and property. Having an Estate Plan Is Crucial
Sandy Emerson
Apr 5, 20253 min read


Considerations when your child turns 18
Congratulations! Your child is now legally an adult. Your legal authority over your 18-year-old is limited, if not completely nonexistent. While this newfound freedom may sound exciting to your new adult, they should consider the following: ● Who can access their medical information? Legal adults are protected by the federal Health Insurance Portability and Accountability Act of 1996 (HIPAA). This means that medical professionals can disclose their private medical information
Sandy Emerson
Mar 16, 20252 min read
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