5 Reasons to Embrace the Emotional Nature of Estate Planning

+-*5 Reasons to Embrace the Emotional Nature of Estate Planning When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to generation. Those subjects hit home for […]

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How to Choose a Trustee

+-*How to Choose a Trustee When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs – collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep accurate records, and […]

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Why Factoring Long-Term Care Into Your Estate Plan Pays Off

+-*Why Factoring Long-Term Care Into Your Estate Plan Pays Off For most people, thinking about estate planning means focusing on what will happen to their money after they pass away. But that misses one pretty significant consideration: the need to plan for long-term care. The last thing any of us want to contend with when […]

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3 Ways to Minimize Estate Planning Fees

+-*Today, it is impossible to put together even a simple estate plan without the assistance of an experienced estate planning attorney. Why? Because estate planning laws vary greatly from state to state and these laws are extremely convoluted and constantly changing. One wrong word, one missing signature, or one procedure not followed to the letter […]

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How to Avoid High Octane Stress and Organize Information for Your Family

+-*How to Avoid High Octane Stress and Organize Information for Your Family Think, for just a few moments, about what would happen if you suddenly became incapacitated or died. Would your spouse or family know what to do? Would they know where to find important records, assets, password, usernames, and insurance documents? Would they be […]

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The Real Life Perils of Online and Do-It-Yourself (DIY) Estate Planning

+-*The Real Life Perils of Online and Do-It-Yourself (DIY) Estate Planning With the number of online and do-it-yourself (DIY) legal providers continuing to grow and advertise heavily, you may be wondering if you could do your estate planning with the help of these forms. The advertising is seductive. Ads say, “attorneys use similar forms,” “the […]

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Does Your Estate Plan Protect Your Adult Beneficiaries?

+-*Does Your Estate Plan Protect Your Adult Beneficiaries? If you think you only need to create discretionary lifetime trusts for young beneficiaries, problem beneficiaries, or financially inexperienced beneficiaries, then think again. In this day and age of frivolous lawsuits and high divorce rates, discretionary lifetime trusts should be considered for all of your beneficiaries, minors […]

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The Value of Having a “Life Plan” in Estate Planning

+-*The Value of Having a “Life Plan” in Estate Planning All too often, estate planning is viewed as a transaction; just sign here, here, and here on a document: will, a living trust, and powers of attorney – then be off. But the best planning happens when an estate planning attorney can get to know […]

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How to Align Insurance with Your Estate Plan

+-*How to Align Insurance with Your Estate Plan If you’re like most folks, you use a variety of insurance products to manage risk and protect you, your family, and your assets from losses caused by property damage, businesses, property, accidents, disability, retirement, and death. However, instead of considering these insurances as separate items, we suggest […]

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3 Reasons You May Want to Avoid Probate

+-*3 Reasons You May Want to Avoid Probate When you pass away, your family may need to visit a probate court in order to claim their inheritance. This can happen if you own property (like a house, car, bank account, investment account, or other asset) in only your name. Although having a will is a […]

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