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If you're using ChatGPT for financial planning or medical questions, you need to understand the risks involved.

PHOENIX — When it comes to estate planning, there can be tons of questions and concerns, including taxes, trusts, the probate process and more. This is where Asset Preservation Wealth & Tax comes in ...

Question: Mom is getting older and is experiencing symptoms of dementia. Specifically, she is giving a lot of her money to people she barely knows. The family is concerned that she is being taken ...

Creating a revocable living trust (trust) is just the first step in protecting your assets and easing estate administration. In Washington State, the essential next step is properly funding your trust ...

WINNEBAGO COUNTY – Here's this week's list of property transfers across Winnebago County. According to records kept by the Wisconsin Department of Revenue, the highest selling property for the week ...

Many Idaho residents considering estate planning wonder whether a revocable living trust will shield their assets from creditors and lawsuits. The answer is more nuanced than a simple yes or no, and ...

When it comes to estate planning, many people think a will is all they need. But if you want to truly protect your assets, avoid probate, and make things easier for your loved ones, a revocable living ...

PUBLIC NOTICE FOR THE SAPPHIRE REVOCABLE LIVING TRUST By this publication the SAPPHIRE REVOCABLE LIVING TRUST Certificate of Assumed Name is publicly recorded in Office of County Clerk, ROCKWALL, ...

I’m 84 and widowed. My daughter is the beneficiary of my IRA and the successor trustee for my revocable living trust. She’s in a shaky marriage that could soon end in divorce. How can I prevent her ...

When people hear the words “living trust,” they often picture someone with sprawling estates, luxury cars and a multimillion-dollar portfolio. I totally get it. As a financial professional, I’ve lost ...