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Legal Documents Every Senior Needs

There is a general consensus that having a last will and testament is important. However, few people realize the necessity of having medical documents in place.
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Estate Plans Require Preparation for Success

One major misconception is we simply can tell loved ones what we want to happen for the purposes of health or property distribution and family members can ensure that those wishes are followed.
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Contingency Planning: What if My Executor Dies?

When someone passes away, it’s up to their executor to handle the probate process. However, what happens if the executor of a will dies?
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Prepare Now for Coming Estate Tax Changes

One of the most significant changes Americans will soon see is the sunsetting of tax laws under the Tax Cuts and Jobs Act (TCJA) of 2017.
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Should I Give More of My Inheritance to Some of My Children?

Equally sharing the wealth among the children isn’t always fair, such as when one sibling is the primary caretaker, or another is already wealthy.
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What is the “I Love You” Last Will and Testament?

An ‘I Love You Will’ works great as long as everything goes as planned. However, there are three reasons that kind of will may not love you back.
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Who is Legally Able to Amend a Trust?

The conditions for amending a trust, including who has the authority, is usually set out in the document.
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When Unequal Inheritance Is Actually Fair

There are times when it makes sense to leave more to one child than another.
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Prevent Complex Guardianship Issues with a Durable POA

If you’re seeking guardianship or conservatorship for a relative who is unable to take care of their own personal or financial needs, get ready for the long haul.
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How Estate Planning Protects Unmarried Couples

It is very important for unmarried couples to execute estate planning documents to make their wishes clear concerning the rights and responsibilities of their significant other.
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