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If you’re a father, there’s a good chance you help manage your household’s finances and you may even play the dominant role. This may work well now, but what if something were to happen to you? Would your family be financially okay?

July 24, 2019

How Dads and Moms Can Make Sure Their Families are Protected

Dads protecting families
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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

art collection
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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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Can an irrevocable trust be revoked?

May 19, 2019

Irrevocable Trusts: Can I Revoke It?

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You may be surprised at how easy it is to make an expensive mistake with your beneficiary designations.

May 2, 2019

Forgot to Update Your Beneficiary Designations? Your Ex Will be Delighted

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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?

legal documents
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Credit cards, a car loan, a mortgage—whatever debt you’re carrying around, doesn’t just disappear when you die.

April 27, 2019

Estate Planning: Do My Debts Die with Me?

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If you were to receive a sizable inheritance, what should you do with it? This money could help you achieve some of your important financial goals , so you’ll want to think carefully about your choices.

April 20, 2019

How to Be Smart about an Inheritance

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A family from the United Kingdom has made international news, as a result of an alleged will forgery fueled by a mother-in-law’s disdain for her daughter’s husband.

April 11, 2019

Disinheritance of Family Members

Disinheritance
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Since women live approximately 4.9 more years than men, it is critical for both single and married women, regardless of age, to take estate planning seriously.

April 5, 2019

Smart Women Protect Themselves with Estate Planning

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