Estate Planning
Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.
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Trust Mills: What to Watch Out For
If you've never heard of a trust mill, consider yourself lucky, but also be wary. There's a growing segment of trust “advisors” trying to convince unsuspecting Americans to transfer their investments into riskier ventures. Here's what you need to know and what to do about it.
· 3 min read
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How We Can Learn from Philip Seymour Hoffman's Last Will
Change is a part of life. But sometimes, people forget that when it comes to estate planning.
· 4 min read
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Summer Camp or Vacation: What Legal Documents Do Your Kids Need?
If your children will be away from home without you, send along these key documents to prevent travel troubles and help ensure they'll be able to get medical treatment if they need it.
· 3 min read
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7 Tips for Getting Rid of Your Parents' Lifelong Possessions
It's a topic no one likes to think about: the inevitable clean-out of your parents' belongings. But as with many uncomfortable subjects, the best way to approach this one is to plan and start now. Here are some tips to help make the process easier, not only for you but also for your parents and other loved ones. 1. Talk to your parents If your parents are still around and can communicate their wishes, involve them in the process. Do your best to balance being sensitive to their preferences with practical concerns.
· 4 min read
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Estate Taxes: What They Are and How to Plan for Them
Learn the basics about estate taxes and how you can plan to avoid or reduce them in this short primer.
· 3 min read
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How Long Does Probate Take?
Whether you're an executor, administrator, or heir to a probate estate, you probably want to know—just how long is this going to take? Read on.
· 4 min read
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How to Refuse an Inheritance
Refusing an inheritance isn't complicated, but you must be sure you're making the right decision and also following proper procedure.
· 2 min read
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Certified Financial Planner vs. Financial Planner: What's the Difference?
Looking to hire a financial planner? Read on to learn the differences between professional financial planner designations, and how to choose the best adviser for your financial needs.
· 5 min read
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Including Your Stepchildren in Your Estate Plan
Here are some of the challenges blended families face in estate planning and what you need to know to make sure your final wishes are respected and followed.
· 3 min read
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What You Need to Know About Intestate Inheritance
In the absence of a will, how an estate is divided varies based on a number of factors. Learn what might happen to your property if you fail to leave a will for your heirs.
· 4 min read
