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The key to avoiding bitter conflict among heirs, is to have candid discussions well before the reading of the will.

July 20, 2019

Family Fights over Personal Items or Artwork

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Do not put off finalizing and signing your estate planning documents, just because you have reached an impasse on who to name as trustee.

July 3, 2019

Choosing a Trustee: Family or Professional?

Choosing a trustee
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Trusts are one of the most versatile items of the financial planning toolkit. However, they are not just for rich people. With the new higher estate tax exemptions, avoiding or reducing estate tax is not a concern for most of us.

April 30, 2019

Why Is a Revocable Trust So Valuable in Estate Planning?

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While everyone from brand new parents to great grandparents can benefit from the advice of a competent estate planning lawyer, frequently the individuals making sure that their affairs are in order, are those in their golden years. They have a common concern: what about their grandbabies?

April 10, 2019

What is the Best Way to Leave an Inheritance to a Grandchild?

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For new parents, the need for legacy planning is especially obvious.

April 4, 2019

As a New Parent, Have You Updated (or Created) Your Estate Plan?

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No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.

February 11, 2019

Here’s Why You Need an Estate Plan

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