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Estate Planning Mistakes That Can Lead to Unnecessary Probate Costs

Small gaps in an estate plan can create significant costs for a family when assets unexpectedly pass through probate. Reviewing beneficiary designations, account ownership and other details can help prevent avoidable complications.
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What Assets Should You Keep Out of Your Will?

A will is an important part of an estate plan. However, it is not designed to handle every type of asset or instruction. Putting the wrong property or information into a will can create confusion, delays, or unintended consequences for heirs.
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How Can I Control Who Inherits My Estate?

Unfortunately, in some cases, intestacy laws result in your assets being distributed to people you definitely would not have chosen yourself.
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Dolly Parton's Estate Dispute: Why Even a Carefully Planned Legacy Can Face Conflict

Dolly Parton spent decades building a sophisticated estate plan designed to preserve her property, businesses, philanthropy and public legacy. Yet the dispute that emerged after her death illustrates a difficult truth: an estate plan can control assets, but it cannot completely control the people left behind.
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Should You Tell a Family Member They're Being Disinherited?

Telling someone they have been disinherited can feel unnecessarily uncomfortable. However, it can help the disinherited person plan accordingly and strengthen your estate plan against legal challenges.
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When and How to Talk With Aging Parents about Estate Planning

Estate and end-of-life planning can be a touchy subject for both the parent and their child.
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What are Common Parts of Estate Plan?

Estate planning is not just for wealthy people.
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Planning for Special Needs Family Members

For parents of children with special needs, planning for the future can mean much more than saving money.
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Estate Plans Optimize Assets, Minimize Taxes and Streamline Distributions

Some people think estate planning is simply preparing a will or trust. However, these documents are only one part of an estate plan.
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The Costs of Estate Planning Silence

A carefully prepared estate plan can still create problems when family members do not understand what it says or why certain decisions were made. Open conversations can help prevent confusion, conflict and unnecessary probate disputes.
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