Estate Planning

Who Gets Copies of the Will?

Many movies and television shows have a scene where a family gathers around a big table after a relative has died to listen to the reading of the will. While this makes for a dramatic scene, one that may have been more common when literacy rates were lower, it doesn't...

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Carl

About two years ago I received a call from a gentleman who lived in a senior housing complex. He didn't remember how he got my name. He said he wanted to prepare a will, power of attorney and a living will and asked If I could help him. During the initial call, I...

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Picking the right executor

One of the most important aspects of planning your estate is finding the right person to act as your executor. This person will oversee the closure of your estate and make sure your end-of-life wishes receive proper attention. Because closing an estate requires a...

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Do young people need estate planning?

You may think estate planning is for wealthy or older people. However, even with limited assets, young people need to prepare for unexpected events, too. Regardless of your net worth, you want a plan in place to protect the people close to you. An organized estate...

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Keeping your estate plan in working order

Having an estate plan can give you confidence and reassurance about your future. Documenting all of your affairs and providing specific instructions regarding the use of personal assets can also give surviving family members comfort and guidance after your death....

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What are the two types of living trust?

You may know what a last will and testament are, but do you know what living trusts are? While everybody should have a last will and testament, many Americans find that adding living trusts to their estate helps create a more nuanced plan. Living trusts offer many...

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3 initial steps involved in probate

Probate is the process of handling your estate after you die. Many people have negative feelings about it because of the time it can take and the expense involved. However, probate does not have to be an ordeal. The process is a little different in every state, and...

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