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Estate planning can be as simple or as complicated as is necessary to meet an individual's identified needs. For some, a basic will with easily understood provisions is enough to bring their estate planning goals into reality. Others, though, require much more...
It is natural for pets to feel like members of the family. Therefore, it makes sense to prepare accommodations for your furry companion as you develop an estate plan. You may not realize you need to include a pet in your will, especially if you are still fairly young....
There are two major traditional estate planning vehicles that most people utilize: the will and the trust. Each has its own advantages, and many people utilize some combination of both. This week on the blog we want to take a closer look at wills and the benefits they...
Recently on the blog we discussed how to handle hard assets such as heirlooms during the estate planning process. This can be a tricky subject to address, as it can involve multiple parties, each with their own interests. Many people who engage in estate planning try...
Trusts are common tools used in estate planning and can be utilized to distribute assets with certain conditions attached to them. For example, assets maybe left to a beneficiary with strict rules that the proceeds of the assets contained within the trust can only be...
The probate process is something often affiliated with estate planning. Most people who think of probate don't really know much about it except that they want to avoid it. We hope that this post will help clarify the informal and formal probate process, as well as...
Let us say your uncle named you as the executor, or personal administrator, of his estate. Uncle Joe passed away unexpectedly, and you are suddenly in charge of winding up his affairs. This is a serious responsibility, and you can be considered liable for any...
Recently, Stan Lee, the comic book mogul best known for creating much of the Marvel universe, passed away at the age of 95. Lee's 68-year-old daughter is his only surviving family member, as his wife had proceeded him in passing. Now, many are considering how the...
Readers of this blog know that it is important to plan for the future. They also know that there are many aspects to estate planning. While much of the focus is on figuring out how to distribute assets upon one's death, there are also healthcare decisions that must be...
It doesn't take a scientist or skilled financial planner to realize that estate planning can be tricky. After all, individuals are forced to think about their own mortality and make financial decisions that can have a major impact on the lives of others. In many...
