Estate Planning

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Legally Valid Will
What Makes a Legally Valid Will?

None of us knows when we will pass away or be placed in a position where we cannot make important decisions for ourselves. This is why we harp on the importance of estate planning and, at a minimum, having a legally valid Will to spell out how you wish to distribute your assets upon your…

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Fund a Trust
What Does It Mean To Fund a Trust?

You thought you had everything squared away. You spent months working with an estate planning attorney to create a trust, felt a wave of relief when it was finally signed, and then tucked it away safely in a secure drawer at your house. A year later, during a routine financial meeting, your advisor asked what…

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Avoid Probate
4 Common Ways To Avoid Probate

Many families consider probate a time-consuming, emotional, and costly legal process. To make matters worse in their eyes, they genuinely believe it is unavoidable. In other words, facing it head-on after the death of a loved one is the only way. While it is true that it is often necessary for a probate court to…

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Blended Families
6 Estate Planning Tips for Blended Families

Blended families are beautifully unique. For instance, yours could involve you and your spouse bringing children from previous marriages for a new life together. Meanwhile, someone else’s blended situation may involve one spouse who is new to parenting, or maybe instead of having young kids from a previous relationship, those children are older and have…

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Estate Planning Disputes
5 Common Causes of Estate Planning Disputes

Estate planning is one of the most important things you can do for your family, and the process often goes off without a hitch. That said, even something as selfless as estate planning is not without its share of issues from time to time. Disputes over estates and inheritances can arise for various reasons, from…

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estate planning tips
5 Estate Planning Tips for Unmarried Couples

Jack and Faith could not be happier. Sure, they never officially married like their friends did, but they have lived together monogamously for the past 12 years and act like a married couple in every possible way. In fact, they recently began discussing estate planning and the importance of having a plan should one of…

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estate planning tips
8 Year-End Estate Planning Tips

As one year winds to a close and another begins, now is the perfect time to review your estate plan and ensure everything is in order. This is especially true if it has been a few years since you and your estate planning attorney sat down to craft your Will, Trust, Power of Attorney, and…

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