Estate Planning

July 17, 2024

Why Everyone Should Have an Estate Plan?

Do you have a will? A durable power of attorney? A health care proxy? If so, no reason to read on. If…

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June 10, 2024

Digital Assets Raise Estate Planning Questions

More and more, we are conducting our business on the Internet, whether that’s online banking, shopping at Amazon and other sites, uploading documents and…

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May 3, 2024

Tailoring a Will and Power of Attorney for Multiple States

If you own property — whether houses, bank accounts, or vehicles — in more than one state, do you need estate planning…

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April 17, 2024

Will the State Take My Home?

“Will the State take my home if I go into a nursing home?” I am asked this question more than any other….

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March 28, 2024

Do You Need a Trust?: Estate Planning Q&A

According to the 2023 Wills and Estate Planning Survey by Caring.com, only 34 percent of Americans have an estate plan. The primary reasons respondents…

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March 14, 2024

8 Frequently Asked Questions on Last Wills and Testaments

Starting an estate plan can be overwhelming, and you probably have many questions. You are not alone. Below are eight questions people…

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February 15, 2024

3 Common Probate Questions: Estate Planning Basics

When people pass away, they leave behind assets, property, and possessions that can have sentimental and real value for surviving family members…

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February 1, 2024

Modifying an Irrevocable Trust Through Trust Decanting

A trust is a legal document that you can set up to give assets to someone else. Trusts can be revocable or…

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January 23, 2024

Do You Need a Spendthrift Trust?

The aging population is expected to transfer $30 trillion in the coming years, per Forbes. According to the Survey of Consumer Finances, the median inheritance…

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January 9, 2024

What Are the Drawbacks of Naming Beneficiaries?

Although in many situations the advantages outweigh the disadvantages when selecting beneficiaries, there are always exceptions. What Is a Beneficiary? Beneficiaries are individuals…

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