Estate Planning Basics
Learn the essentials around planning and protecting the future for your family and loved ones.
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Estate Planning Mistakes to Avoid When Getting Remarried
Don't make these four common errors when getting remarried.
· 4 min read
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Can Your Power of Attorney Change Your Living Trust?
Your power of attorney can only make changes to your living trust if you specifically grant them that authority.
· 4 min read
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Understanding Life Insurance Trusts
Would your estate plan benefit from the presence of a life insurance trust? If you have concerns about estate taxes, or about how the insurance policy proceeds will be distributed, here's what you need to know to help you decide.
· 3 min read
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Family Trust vs. Living Trust: What's the Difference?
Both a family trust and a living trust can help you achieve your estate planning goals, but which one is better for you depends on your needs.
· 3 min read
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The Basics of Probate Accounting
If you have been designated the personal representative for a deceased relative or friend, you need to understand the basics of how to handle the probate accounting.
· 4 min read
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Reasons to Appoint a Co-Executor of Your Will
An important part of estate planning is selecting an executor for your will. In some situations, it may be a good idea to designate two or more co-executors.
· 3 min read
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10 Ways to Prepare to Help Your Parents Manage Their Finances
These 10 actions can help open the lines of communication and determine where you can play a role.
· 4 min read
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5 Steps to Protect Family Heirlooms
Use these tips to avoid disputes over cherished family items.
· 2 min read
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Rights and Responsibilities of a Remainderman
Do you stand to inherit property or plan to reserve a life estate in property? Read up on the basics of the rights and duties of a remainderman.
· 3 min read
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How an Estate Plan Can Protect Your Business, Family
With the right estate plan, you can minimize the chance your business will suffer or cause family conflicts after your death.
· 3 min read
