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Do You Know How to Probate an Estate?

April 2, 2024
You might have a job or just have retired, and you learn suddenly that your Great Aunt Lucy died and named you executor of her will. How hard could it be you ask to resolve an estate by yourself without professional advice or a competent professional beside you?
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What's the Difference between Medicaid Planning and Estate Planning?

April 1, 2024
Understanding the differences between Medicaid planning and estate planning is crucial for anyone looking to secure their financial future and ensure that their healthcare needs are met in their later years. While each serves distinct purposes, they are often interconnected, requiring careful coordination to achieve your overall planning objectives. Learn more about how you can protect your assets, ensure access to necessary care and leave a legacy for your loved ones.
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Navigating Life's Uncertainties: The Importance of

March 31, 2024
The story of musician and co-founder of the Beach Boys, Brian Wilson, and the need for his family to file for conservatorship is a reminder of the importance of early estate planning.
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Asset Protection Trust: Secure Your Wealth and Future

March 30, 2024
Will an asset protection trust protect your assets from creditors, lawsuits, or other financial risks? If you're considering an asset protection trust or want to learn more about how it can fit into your estate plan, this article will guide you to the next step.
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What are the Important Steps in the Estate Planning Process?

March 29, 2024
An estate plan lays out how you want your assets handled at your death or when you’re physically or mentally incapacitated. No wonder most people procrastinate creating one.
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What Is the Purpose of a Living Trust?

March 28, 2024
A living trust (also called a revocable trust or revocable living trust) can be beneficial to a much broader group of Americans than most people expect.
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Limited Liability for Asset Protection: How an LLC Protects Your Personal Assets

March 25, 2024
Can a Limited Liability Company provide an effective way to protect your personal assets from the risks associated with running a business? In this post, we review the benefits of creating a clear legal separation between your personal and business assets.
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Key Considerations to Transfer Property after Death

March 24, 2024
Navigate the complexities of transferring property after death with strategic estate planning. From understanding probate and the role of wills to exploring living trusts and beneficiary designations, this article offers key insights and considerations for safeguarding your assets, honoring your wishes, and creating a tailored plan with the guidance of experienced estate planning professionals.
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Estate Planning for Unmarried Couples or Non-Traditional Families

March 21, 2024
Estate planning is essential for unmarried couples and non-traditional families, offering vital protection and recognition for partners and loved ones. This article explores key elements, from wills and trusts to tax implications and blended family considerations, tailored to the unique needs of these groups. By working with experienced estate planning professionals, individuals can ensure their wishes are honored and their families are safeguarded, regardless of marital status or family structure.
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Documents You’ll Need to Update after Divorce

March 16, 2024
Amidst all the turmoil, it is vital for people to understand the significance of updating beneficiaries on various accounts and financial instruments.
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