AIM

Estate Planning

Close-up of siblings and young children sitting together, symbolizing family relationships and the importance of avoiding estate disputes.

How to Avoid or Resolve Estate Battles Between Siblings

How to Avoid or Resolve Estate Battles Between Siblings Sibling rivalry is one of the most common — and painful — issues that can arise after a parent passes away. Longstanding childhood tensions can resurface, and emotionally charged adult children navigating the inheritance process may magnify old wounds or create new conflicts. The good news

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Dies Without a Will

What to Do if a Family Member Dies Without a Will

What Happens if a Loved One Dies Without a Will? The COVID-19 pandemic reminded many Americans of the importance of having a will or living trust. Despite this increased awareness, most people still haven’t taken action. Nearly 33% of Americans have no estate plan at all, not even a basic will. This means there’s a

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Family walking hand in hand on the beach at sunset, symbolizing passing on generational wealth and creating a legacy plan for future heirs.

Controlling What Happens to Generational Wealth After You’re Gone

Protect Your Legacy and Prepare Your Family for the Future You have worked hard for years to build and protect your legacy, but have you thought about what will happen to it once you are gone? Your wealth can either unite your family or create unnecessary tension if there isn’t a plan in place. Preparing

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Blue stethoscope on desk next to laptop symbolizing Medicaid eligibility and five-year look-back planning.

Qualifying for Medicaid: A Five Year Look- Back Without Penalties

Nearly everyone will need long-term care at some point in their lives, so planning is vital. While we cannot predict the timing or level of care, we can take steps to prepare for an unexpected medical and financial crisis to help reduce the stress on ourselves and our family members. The cost of care continues

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