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Should I Add My Pet to Estate Plan?

When it comes to pets and estates, there are two main rules to understand.
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Is a Power of Attorney Really Necessary?

A document usually included in an estate planning package is a financial power of attorney. What is a financial power of attorney?
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Tasks to Be Done After a Loved One Passes

Even though the death of a loved one comes with unbearable grief, there are important tasks you must carry out as soon as you’re able.
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How can You Make Changes to Your Estate Plan?

Wills and trusts are typically changed over time as life circumstances, the state where you reside, or your desired outcomes change.
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Unmarried Couple? What You Need to Know about Estate Planning

Unmarried couples don’t receive the same legal protections as married couples when it comes to inheritance and taxes.
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What Is a No-Contest Clause?

No-contest clauses deter challenges to your estate plan. However, you might want to consider terms that allow for legit challenges related to undue influence.
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Why are Contingent Beneficiaries Important?

When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance.
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How can Families Minimize or Avoid Estate Taxes?

An unprecedented rush to relinquish wealth is underway, and it isn’t just for billionaires.
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What Is a Transfer on Death (TOD) Beneficiary?

A person named as a transfer on death (TOD) beneficiary for an account will receive the assets held in it when the account owner dies.
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Can a Minor Be Named as a Beneficiary?

You can’t name a legal minor as a beneficiary. This applies to almost all legal documents, most notably wills and life insurance policies.
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