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Protect Your Estate from Laughing Heirs
The term “laughing heirs” refers to distant relatives who may inherit from your estate even though they had little to no relationship…
Crafting the Perfect Will: What to Include—and What to Leave Out
A will is one of the most important tools in estate planning, allowing you to have a say in how your assets…
Why Estate Planning Matters: Lessons from Celebrity Estates
When Chadwick Boseman, Prince, and Aretha Franklin passed away without formal wills, their estates were exposed to significant legal complications and family…
How to Properly Revoke a Power of Attorney
A power of attorney (POA) is a legal document that grants one person or entity, known as an agent, the authority to…
Why Life Changes Make Estate Planning Essential
Life brings many changes and milestones that can increase the need for an estate plan. Whether you’re starting a family, buying a…
What Happens to My Parents’ Debts When They Pass Away?
When a loved one passes away, the emotional and logistical challenges can be overwhelming. Among these challenges is managing their financial obligations,…
Planning for the Future: Key Provisions for Your Last Will and Testament
No one likes to think about their own mortality, but preparing a last will and testament is a crucial step in ensuring…
Should My Estate Plan have an Accumulation Trust?
An accumulation trust is a type of trust where the income generated by the trust assets is not required to be distributed…
Should You Open a Joint Account with Your Child? Understanding the Benefits and Risks
Deciding whether to open a joint account with your child is a significant financial decision that involves careful consideration of various factors….
Maximizing Your Retirement Plan Assets: The Benefits of a Retirement Plan Trust
Retirement plan assets are a significant part of many people’s estates, and proper planning is crucial to ensure these assets are distributed…