There’s No Will; What Can the Executor Do?

The creation of a will is an important part of the estate planning process. This legal document protects not only you, but your spouse, your children, and other beneficiaries you name. A will makes it more difficult for outsiders to stake claim to your assets upon your death. It also helps ensure that your family […]

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How to Include Digital Assets in Your Estate Plan

Modern life for many Americans involves spending time – and managing assets – on the internet. In fact, these days, you can manage bank accounts, retirement accounts and other assets online via clicks of buttons. While this may certainly make asset management easier and more convenient in your day-to-day life, it may also create issues […]

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An Essential Checklist for Drafting a Will

Writing a will may seem morbid, complicated and overwhelming – but it does not have to be. Taking the time to properly plan for your estate, your loved ones and yourself in the future can give you (and your family) peace of mind that, regardless of what tomorrow may bring, the appropriate safeguards in place. […]

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3 Major Mistakes to Avoid with Trusts: How to Prevent a Trust from Going ‘Bad’

Trusts can be effective estate planning devices for transferring assets, avoiding probate and reducing estate tax obligations. If, however, trusts are not properly set up and maintained during a trustmaker’s lifetime, costly mistakes can happen, potentially negating any benefits associated with having the trust. To help people avoid these pitfalls, the following reveals some of […]

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Estate Planning for Business Owners

Estate planning is important for anyone, and it can be particularly essential (and potentially more complicated) for business owners. The following explains the importance of estate planning for business owners, as well as some of the key factors that these individuals should consider when (and maybe incorporate in) estate planning. Why Is an Estate Plan […]

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