Estate Planning

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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How can you organize an estate plan review?

Building your estate plan is just step one in the ongoing process of managing your estate. Though many mistakenly believe this is the final step, you have ongoing maintenance and monitoring that lasts long after you complete the plan. Organizing an estate plan review...

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5 reasons everyone should have a will

Creating a will is a crucial step toward protecting your family should something happen to you. If you do not have one, a court decides how to distribute your assets.  Preparing a will ahead of time gives you peace of mind knowing that you have an outline for taking...

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