Search Results for: "Will"

December 2, 2021

Add a Personal Property Memorandum to Your Will or Trust

When a family member has passed, the family occasionally ends up arguing over personal property. Arguments can take place over things like…

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November 25, 2021

What Is Covered in a Will?

The legally binding directive declaring who will receive your assets upon death is called a will, and a will is an important…

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June 3, 2021

How a Will Works

A complete estate plan, contains a legally binding mandate called a will, describing the distribution of assets upon death. If you die…

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June 2, 2021

Discerning Wills and Trusts

There are different benefits to using both wills and trusts for estate planning purposes. Each state has specific laws and regulations governing…

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Why Having a Will is Essential

Having a last will and testament gives your loved ones a set of legal instructions that communicate your wishes regarding your dependents…

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Protecting a Loved One Who Is, Will Be, or Has Been Incarcerated

It is natural to want to protect our loved ones no matter what. However, you may be finding it difficult to provide…

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May 19, 2022

A Lifetime Money Management System for Special Needs Children

For estate planning, special needs children present a unique challenge. Optimizing your estate to use, enhance, and enrich assets for your special…

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May 12, 2022

How to Live a Longer and Healthier Life

There’s no doubt that a healthy lifestyle can significantly improve your health and the earlier you adopt a healthy lifestyle strategy, the…

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May 5, 2022

When Planning an Estate, Avoid These Six Mistakes

Planning your estate will protect your assets, interests, and loved ones after you pass away. Sadly, many individuals make costly mistakes without…

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April 28, 2022

Aging in Place: Importance of Home Improvements

As Americans age, they generally want to stay in their homes and communities. As a result, many homeowners are taking steps to…

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