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How Do I Start Estate Planning?

Time moves forward for all of us and before you know it an accident occurs, old age or something else, and we pass away. What is important to you? What assets do you have? Who would you want to receive what, and in what time period?

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What is a Disclaimer in the Estate Planning Process?

If you file a disclaimer with the court, you are putting the world on notice that at least in the eyes of the law, you want to be treated as if you died prior to the decedent. It's important to note that you can disclaim your entire inheritance or a specific item of the inheritance. There is an important timing factor with respect to disclaimer: you must file the disclaimer within nine months of the decedent's death.

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Estate Planning Can Reduce The High Cost Of Dying—Part 1

As anyone who has personally dealt with loss knows, when a loved one dies, those left behind face major challenges, not only emotional and logistical, but financial as well.

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When do I Need Estate Planning?

younger people believe that they don't need estate planning but, as with anything, the answer really depends. If one is using the definition of an estate plan to mean a will and there are no assets, then a will might not be necessary.

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What are the Disadvantages of a Trust?

A client should fully understand that, as with anything, there are disadvantages that should be explained. So what are the disadvantages: Cost, Complexity, and Administrative Burden.

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Common Estate Planning Concerns For Your Second (Or More) Marriage

If you have a blended family and something happens to you, without a carefully considered estate plan, your loved ones are at risk for significant misunderstanding and conflict, and having your assets tied up in court

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You Need to Know About Collecting Life Insurance Proceeds

I’ve outlined the typical procedure for claiming and collecting life insurance proceeds, along with discussing how beneficiaries can deal with common hiccups in the process.

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Estate Planning FAQs For LGBTQ+ Couples

In the wake of the Supreme Court overturning Roe v. Wade, ending the recognition of a constitutional right to abortion, many are worried that other rights, especially those enjoyed by same-gender couples, might also be under threat.

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Reasons Why Single Folks With No Children Need An Estate Plan

If you are single with no children, you might think that there’s really no need for you to worry about creating an estate plan. In fact, it can be even MORE important to have an estate plan if you are single and childless.

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If You’ve Been Asked To Serve As Trustee What You Should Know

In the end, your responsibility as a trustee will vary greatly depending on the size of the estate, the type of assets covered by the trust, how many beneficiaries there are, and the document’s terms.

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