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Estate Planning Includes More Than a Will

August 29, 2023
The term ‘estate planning’ conjures specific ideas about leaving assets to heirs, fighting over Mom’s jewelry and lengthy entanglements with the probate court.
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What Legal Documents Does Every Senior Need?

August 27, 2023
There is a general consensus that having a last will and testament is important. However, few people realize the necessity of having medical documents in place.
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How Do I Create My Digital Estate?

August 26, 2023
Today, much of our lives is digital, and many things we hold dear are not physical. However, what happens to our digital assets when we die? That’s where digital estate planning comes in.
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Prepare Now for Coming Estate Tax Changes

August 25, 2023
One of the most significant changes Americans will soon see is the sunsetting of tax laws under the Tax Cuts and Jobs Act (TCJA) of 2017.
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How Do You Split Property Among Heirs?

August 24, 2023
If you thought that doing your taxes got complicated when you acquired more assets, wait until you try to split them up among multiple children when planning their inheritance.
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Should I Give More of My Inheritance to Some of My Children?

August 23, 2023
Equally sharing the wealth among the children isn’t always fair, such as when one sibling is the primary caretaker, or another is already wealthy.
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How Do You Stop a Sibling from Stealing an Inheritance?

August 22, 2023
The death of a parent can be emotionally trying, especially if the passing was unexpected. It can also be a test of your patience, if there are complicated estate issues to sort out.
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Should You Give Your Children an Inheritance Now?

August 21, 2023
Retirees should secure themselves first, and if you’re all set there, then consider a few other things, such as the impact on the children and tax issues.
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How Do I Talk to My Parents About Estate Planning?

August 20, 2023
Broaching the subject of estate planning can be difficult, as emotions often run high while discussing end-of-life care and other similar topics. However, having a plan in place can streamline the estate transfer process upon the passing of your loved ones, bringing peace of mind to the whole family.
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How Estate Planning Protects Unmarried Couples

August 17, 2023
It is very important for unmarried couples to execute estate planning documents to make their wishes clear concerning the rights and responsibilities of their significant other.
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