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Keep Your Estate Plan Current

You should check your estate planning documents every so often, to make sure they’re still good, especially with big life changes like births, marriages, divorces, and moving to another state. Children grow up, marriages dissolve, property gets sold, residences change.…

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Selling a Recently Departed Parent’s Home

It’s an emotionally trying time. Mourning the loss of a parent is magnified, when the family home has to be emptied out and sold soon after they pass away. If other siblings live far away, it usually falls to the…

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How Does a Spendthrift Trust Work?

There are many different kinds of trusts, including ones designed to safeguard an inheritance. The spendthrift trust is a good tool in the estate planning toolbox for individuals who, for whatever reason, can’t manage money. Sometimes families need to recognize…

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Why Everyone Needs a Plan for Digital Assets

Now that so much of our lives are lived online, we need a plan to prevent the loss of digital assets that include treasured family memories, financial accounts and, in some cases, entire businesses. The loss of a spouse creates…

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How Do You Pick the Right Person to be a Trustee?

One of the reasons people delay creating an estate plan and trusts, is that they don’t know who to name as a trustee. That’s not a good reason to put off something this important. Your trustee may be in charge…

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When Was the Last Time You Reviewed Your Will?

If you don’t remember the last time you reviewed your will, checked your beneficiaries on insurance policies or retirement accounts, that’s a big red flag: it’s time. There have been many changes in recent years to the laws that affect…

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How Do I Know if I’m a Beneficiary?

The rules for distribution notification depend upon a number of factors: is there a will or are the estate assets being distributed outside of probate? What if there’s no will? If a person dies with a will, their will must…

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