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Avoid Mistakes in Beneficiary Designations

Here are five critical mistakes to avoid when dealing with your beneficiary designations.
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How to Plan in a Time of Uncertainty

Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.
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Who Should Be Your Executor?

An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.
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How Do I Create a Trust?

Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
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Do You Want to Be an Executor?

Only you know your capacity and willingness to serve, or the degree of need expressed by the person asking you. However, it should help to know first that if you do decide to accept, there can be help out there and second there are standard procedures and practices you can follow.
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Should I Update My Estate Plan?

Your estate plan should certainly be revised, if you have gotten married or divorced.
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What Happens to Investment Accounts when Someone Dies?

What investment powers does a personal representative in a probate or a trustee in a trust administration have to manage the decedent’s assets?
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How To Store Estate Planning Documents Properly

A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.
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Estate Planning Tips for Solo Seniors

So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.
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What Sparks the Contesting of a Will?

Some people draft wills or trusts to ensure that the loved ones they will eventually leave behind own a piece of the properties the former will be leaving behind in case of their death.
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