Estate Planning
Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.
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Top 5 Biggest Living Trust Blunders to Avoid
Often the biggest hurdle seems to be picking between a living trust and a will. But did you know that you just half way there. Here is a list of the biggest blunders people make when they actually sit down to write a trust so you know exact what to avoid.
· 4 min read
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Child Heirs: Bequeathing to Minors
There are challenges to leaving assets to minors, but they can be overcome with proper preparation.
· 4 min read
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Estate Planning: Gifting Unrelated Caregivers
What does the law say about leaving money or property to caregivers or friends who aren't related to you?
· 2 min read
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Protect Your Prized Pet: Create a Pet Trust
Since 87% of Americans consider their pets to be family members, making a pet trust is only logical. There's no greater sense of security than knowing you've provided for all your family, whether two-legged, four-legged, or feathered. Read more to find out how to create a pet trust.
· 3 min read
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What Happens to Credit Card Debt when You Die?
You've done all the research and made sure your assets will be distributed to your heirs, but what happens to your credit card debt? And what about when you have more debts than assets? Get the skinny on how the courts settle your debt when you die.
· 2 min read
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Using & Managing an Inheritance
For heirs, the loss of a loved one is often devastating, and making decisions about how to use an inheritance can be daunting. It is important to remember, though, that your benefactor included you because he or she wanted to protect and provide for you. Whether it's a huge windfall or a more modest sum that comes your way, here are some ideas for managing inheritance if you're not sure what to do.
· 2 min read
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Trust Mills: What to Watch Out For
If you've never heard of a trust mill, consider yourself lucky, but also be wary. There's a growing segment of trust “advisors” trying to convince unsuspecting Americans to transfer their investments into riskier ventures. Here's what you need to know and what to do about it.
· 3 min read
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How We Can Learn from Philip Seymour Hoffman's Last Will
Change is a part of life. But sometimes, people forget that when it comes to estate planning.
· 4 min read
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Summer Camp or Vacation: What Legal Documents Do Your Kids Need?
If your children will be away from home without you, send along these key documents to prevent travel troubles and help ensure they'll be able to get medical treatment if they need it.
· 3 min read
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Estate Taxes: What They Are and How to Plan for Them
Learn the basics about estate taxes and how you can plan to avoid or reduce them in this short primer.
· 3 min read
