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Revocable Trusts Must Be Funded to Make Estate Plan Work

September 19, 2023
The primary benefits of revocable trusts only are available if a revocable trust is FUNDED during life. Unfortunately, experienced estate planning attorneys often have clients who delay the funding of their revocable trusts until it is too late and miss many of the benefits that these trusts provide.
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How a Special Needs Trust Protects Loved Ones

September 17, 2023
While it may not seem necessary when a special needs child is young, setting up a trust to ensure their financial stability is better to be done sooner rather than later.
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What Should I Know About a Living Trust?

September 16, 2023
A living trust is a legal document which places ownership and control of property into a trust, managed by a trustee for your benefit. Living trusts are often used as part of estate planning and can be helpful in case of incapacity.
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What are the Main Reasons for Using a Trust?

September 15, 2023
When you think of a trust, you may have visions of contentious family gatherings in an attorney’s office after the death of a patriarch or matriarch.
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How Does Portability Work in a Second Marriage Estate Plan?

September 14, 2023
The family’s attorney and family office advisors should exercise caution in a marriage in which there are children from a prior marriage or other nonstandard family situations.
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Top Five Mistakes to Avoid When Passing Wealth

September 13, 2023
What could go wrong with this transfer of generational wealth? Several things, in fact.
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Singles Need Estate Planning to Protect During Lifetime

September 12, 2023
You’re single, and you don’t have an estate plan or even a will. Perhaps you think you don’t need either because you’re not wealthy and don’t have children.
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Estate Planning for Today’s Modern Blended Family

September 10, 2023
The modern blended family has far more needs when it comes to estate planning than a traditional family. Here are some challenges, tips and solutions.
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What Are the Consequences of Dying Intestate?

September 9, 2023
If you die intestate, this means that you died without a valid will in place.
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How Do Beneficiary Designations Work?

September 8, 2023
When was the last time you updated, or even thought about, the beneficiary designations listed on your retirement accounts, life insurance, or annuity contracts? If you don’t remember, it’s time for a review!
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