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Special Approaches to Estate Planning for Blended Families

You’re probably already well aware that blended families have outpaced the traditional nuclear family by quite a margin. Many estate planning strategies have been developed to help blended families. Catering estate planning strategies to meet the needs of blended families Being a spouse in a blended family is very common. Even if you aren’t in Read More

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3 Things You Must Do Once Your Divorce Is Final

The divorce process can be long and expensive.  However, the work does not end once the divorce decree is signed. In order to ensure that your assets and estate planning wishes are carried out in light of this major life change, there are three things you must do as soon as possible. Change Beneficiary Designation Read More

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How Can I Prevent My Children from Fighting Over My Belongings After I Die?

You probably own some items of financial or sentimental value (jewelry, antiques, art, heirlooms, furniture, clothing, etc.) that you want a certain child, grandchild, special friend, relative, or organization to have after you die.  Or maybe you just want to provide for some orderly way for your belongings to be divided among your heirs after Read More

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Avoiding Probate: A Critical Message That You Really Need to Hear Now

You’ve worked ridiculously hard to achieve your dreams and plan sensibly for the future. Furthermore, you’re almost certainly overwhelmed by the various inputs coming into your world. We’re all busier than ever, facing interruptions from social media, from our work, from family obligations and beyond. While it’s perfectly fine to spend some time just reacting Read More

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Five Reasons to Amend/Update Your Estate Plan?

One of the powers typically stated in a Revocable Living Trust is the power to amend your Trust as long as you have the legal capacity to do so.  Other Estate Plan documents such as a Power of Attorney, Medical Directive, and Beneficiary Designations can also be amended at any time as long as you Read More

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Your Guide to Better Incapacity Protection in Your Estate Plan

There’s no one-size-fits-all estate plan, but any robust one will protect your privacy, free you from court interference, help you protect and manage your assets, save you money on taxes, and enable you to name the people you trust the most to act on your behalf. While plenty of estate planning deals with the distribution Read More

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Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate

While most proactive individuals know the importance of having a well-rounded estate plan, it is typically considered as something that will take effect after they have passed away. But there are in fact many ways in which comprehensive estate planning can have a positive impact on your life while you are still around to reap Read More

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Which life events that require an immediate estate plan update?

  Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or upon your death. One commonly known purpose of estate planning is to minimize taxes and costs, including taxes imposed on gifts, estates, generation skipping transfer and probate court costs. However, your plan Read More

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Treating Children Fairly Does Not Necessarily Mean Equally

Most parents want to treat their children fairly in their estate planning and many assume that means having their children inherit equally. But fair does not necessarily mean equal. There may be special circumstances to consider. For example: Parents may want to provide more to a child who struggles to support his family on a Read More

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The Perils of Joint Property

People often set up bank accounts or real estate so that they own it jointly with a spouse or other family member. The appeal of joint tenancy is that when one owner dies, the other will automatically inherit the property without it having to go through probate. Joint property is all perceived to be easy Read More

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