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Why Have a Joint Revocable Trust?

Establishing a joint revocable trust can be an ideal estate planning tool for the benefit of your children, grandchildren and beyond.
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What Should I Leave Out of My Will?

Unfortunately, there are several common missteps people make in their estate planning that can lead to unwanted results. Read on to discover the two things you should never include in your will, as well as what to substitute instead.
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Does Power of Attorney Perform the Same Way in Every State?

The law sometimes appears to contradict itself. Specifically, the words ‘anything and everything’ do not always legally mean ‘anything and everything’.
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Does ‘Gray Divorce’ Fit into Estate Planning?

“Gray divorce” — the unfortunately named term for divorce after age 50 — is increasing among baby boomers.
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Is Bitcoin Part of an Estate?

Have you thought about what will happen to your bitcoin when you die? For many of us, the thought has at least crossed our mind.
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Can You Inherit a House with a Mortgage?

Dealing with the loss of a loved one is never easy. When inheritances, homes, estates and mortgages are involved, tensions can run high within a family. It is easy to get lost in the paperwork and terms.
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How to Know If a Last Will Is Invalid

When considering whether to contest a decedent’s Last Will and Testament, an individual should consider whether red flags might be present which may point to a successful basis to challenge a disputed Will.
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Can I Protect My Inheritance from Divorce?

Your dad bequeathed you a generous sum of money on his passing. Those gifted and inherited assets, in many instances, will be considered ‘separate property,’ not marital property. That might mean that they might not be subject to division, if you divorce. However, perhaps you want to backstop that hoped for result to make the protection more likely to stick if your marriage doesn’t work out.
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Family Communication: An Essential Component of Estate Planning

For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.
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Pet Trusts: Ensuring your Pets' Future

While it’s never fun or pleasant to think about what will happen to them if the worst should happen to us, it’s very important to consider how we can ensure that they are well cared-for when and if we are no longer able to care for them ourselves.
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