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Estate Planning for Blended Families

Estate planning is crucial for any family, but it becomes even more vital when it comes to blended families. Blended families, where one or both spouses have children from previous marriages, face unique challenges. Ensuring fair and equitable distribution of…

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retirement investments

No Will? Here’s What Your Heirs Could Face

If you choose not to have a will or create one without the assistance of an experienced estate planning attorney, you could be leaving your heirs with a costly and complicated situation. Without a valid will, state laws determine the…

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Probate Timeline: What to Expect

The probate process involves officially recognizing a will, appointing a personal representative (executor), and distributing the estate’s assets to beneficiaries. It also includes settling the decedent’s debts and taxes. Probate laws vary by state, influencing whether probate is necessary, the…

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estate planning

Why You Can’t Afford to Delay Estate Planning

You might think that because you don't own much, you can put off estate planning until later when you can afford it. However, there are compelling reasons why procrastination is not a wise choice. Firstly, it's essential to legally designate…

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The Significance of Letters of Intent

Your legacy matters, and your estate planning extends beyond just a will. In 2024, your Letter of Intent (LOI) continues to hold significant value, serving as a guiding document for your loved ones after you're gone. While not legally binding…

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gift taxes

Understanding the Financial Obstacles Faced by Seniors

The financial landscape for older Americans presents significant hurdles, casting shadows over what should be their golden years. An insightful article delved into the key financial obstacles facing seniors and offered strategies to combat them. Here’s a digest of the…

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Crafting a Trust Catered to Special Needs

When it comes to establishing a Special Needs Trust (SNT), getting it right from the outset is crucial. This entails selecting the appropriate type of trust and ensuring proper funding, a process that necessitates careful consideration and expert guidance. Choosing…

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Updating Your Estate Plan After Divorce

Going through a divorce is a complex and emotionally challenging process, often accompanied by significant financial adjustments, especially when children are involved. Amidst the upheaval, it's easy to overlook the importance of revising your estate plan. However, failing to update…

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Pre-Nuptial Agreements: How They Can Impact Your Future

Entering into a marriage is a beautiful journey filled with love and commitment. However, it's also a legally binding contract that intertwines your assets, liabilities, and responsibilities with your partner's. In Florida, as in many other states, couples have the…

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Understanding “Per Stirpes” in Estate Planning

As I prepare my will, I've encountered the term "per stirpes" regarding the distribution of property to my children. But why does the law sound like it's referencing zebras? Firstly, it's not "per stripes" but "per stirpes," originating from Latin…

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