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Trusts have been around for a very long time and it is important to understand how they work. A trust can be quite complicated. That is why you need good legal representation in order to use one properly, according to the Pittsburgh Post-Gazette “Do I need a trust?“. Trusts are created using a tailored trust […]

large mixed family

With the traditional family on a downward trend, the modern family is raising some new questions for estate planning. The rising numbers of modern and blended families have created some challenges for estate planning, according to Forbes in “How Long Will Stepmom Live? And Other Vexing Estate Planning Questions for Modern Families“. An example is […]

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How many people over the age of 45 do not have a prepared will? Two out of Five! Many people seem to have difficulty getting started with an estate plan. However, it really doesn’t take much to do the planning necessary to help family members who survive you, according to the Lebanon Democrat’s article “End-of-life […]

Attractive Mixed Race Couple Portrait in the Park

Life is full of surprises, so perhaps it is best to be as prepared as possible. Do you know you need a Health Care Proxy, a Power of Attorney (POA) and an estate plan? Getting organized to create a will is a good place to start, according to the Toronto Sun in the article “Where […]

Senior couple

Want to become more in control? Get that estate plan in order. When it comes to investments, the risks involved can make us feel we are not in control. However, if you want to feel more in control, take a good look at your estate plan, according to the Daily Camera in “Freaked out about […]

extended family

It isn’t difficult to get the process started. Many Americans make New Year’s resolutions. However, it turns out that very few keep them. One New Year’s resolution that is relatively easy to keep and helps prevent your family from unnecessary stress in the future is getting your estate plan in order, according to The Sentinel […]

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Handling the decedent’s final affairs. When a family member passes away, there are some important papers and information that must be gathered. The smart way to address the issue is to gather the papers beforehand and have assistance from an estate planning attorney, according to The Balance in “Important Papers to Locate After Someone Dies“. […]

couple running a bookshop

Don’t wait until you are under pressure, to create these safeguards. If you don’t have documents that protect you, your family and your assets, you should consider doing yourself a favor and putting them on your list to accomplish in 2019, according to Fox Business in “3 financial documents everyone needs“. A Will. The essential […]

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The decision to disinherit someone isn’t made lightly and needs careful consideration. Sometimes, as the difficulties of life wind through families, it is decided it would be best to disinherit a family member. It can be done. However, it needs careful legal consideration, according to Next Avenue in “How to Disinherit a Family Member“. The […]

extended family

Where do you want your assets to go when you think of your loved ones? Estate planning can be a comfort to you but is also a gift of peace of mind to your family and may be a good way to begin the New Year, according to the Brainerd Dispatch in “Give the gift […]