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What Happens If My Beneficiary Dies Before Me?

When planning for death, most people assume they will die before their beneficiaries (e.g., their spouse, children, and grandchildren). While these assumptions are often well-founded, they do not always come to pass. Sometimes a beneficiary [...]

By |April 9th, 2021|Categories: Estate Planning|Tags: , , , , , , , , , , , , |Comments Off on What Happens If My Beneficiary Dies Before Me?

Seven Ways to Avoid Family Fights over Your Property

Ask a group of friends if they have experienced a family fight over property after a loved one has died, and you will be in for a lively and eye-opening conversation. Far too many families [...]

By |March 19th, 2021|Categories: Estate Planning|Tags: , , , , , , , , , , , |Comments Off on Seven Ways to Avoid Family Fights over Your Property

How to Talk to Mom and Dad about Creating an Estate Plan

Conversations about death and dying are rarely fun. Most people avoid them because they invoke feelings about our inevitable demise. Broaching this subject can be particularly difficult for parents and their adult children. Adult children [...]

By |March 12th, 2021|Categories: Estate Planning|Tags: , , , , , , , , , , , , , , |Comments Off on How to Talk to Mom and Dad about Creating an Estate Plan

Estate Tax Returns—Not as Scary as They Sound

When an individual passes away, tax issues are one of the many things that must be considered. For most individuals who pass away, a final income tax return must be filed with the Internal Revenue [...]

By |March 5th, 2021|Categories: Estate Planning|Tags: , , , , , , , , , |Comments Off on Estate Tax Returns—Not as Scary as They Sound

Why Your Heirs or Beneficiaries May Receive a Smaller Inheritance Than You Thought

Although it is rare for anyone to look forward to the passing of a loved one, many people cannot help wondering about a future inheritance. Often when a person dies and leaves money or property [...]

By |February 26th, 2021|Categories: Estate Planning|Tags: , , , , , , , , , , |Comments Off on Why Your Heirs or Beneficiaries May Receive a Smaller Inheritance Than You Thought

Should You Own Your Timeshare in Your Trust?

Timeshares have come a long way since they first arrived in the real estate market back in the ’70s. In the early days of timeshare ownership, high-pressure sales tactics, exceedingly vague contracts, and inflexible scheduling [...]

By |February 12th, 2021|Categories: Estate Planning|Tags: , , , , , , , , , , , |Comments Off on Should You Own Your Timeshare in Your Trust?
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