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Importance of Properly Revoking Powers of Attorney

Revisiting your financial power of attorney will help ensure that who you have appointed is still the person you want to fill that role and that person is willing and able to act as your agent.

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Choosing the Right Beneficiary

Naming a person or organization as your beneficiary in your last will and testament is the best way to ensure that your wishes will be carried out in your estate plan.

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What Happens to An Adult Child Living at Home When Their Parents Pass Away?

If you have an adult child who still lives at home or recently moved back in with you, it may be time to review and change your plan.

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Qualified Domestic Trusts: Your Jumpstart to Protecting Your Noncitizen Spouse

Qualified Domestic Trusts help protect your loved one's future by proactively minimizing tax consequences upon your death.

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Springing Financial Powers of Attorney

Your plan may have detailed instructions for what happens when you are no longer around, but what if something goes wrong while you are alive? 

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Why You Might Want to Go through Probate

Probate can be simply defined as the court-supervised process of distributing a deceased person’s money and property—the key word being “court-supervised.”

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Passing the Torch Smart Business Succession Strategies

Effective business succession planning ensures a seamless transition of ownership, but many business owners overlook it. 

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Intrafamily Loans and How They Work

An intrafamily loan is a financial arrangement between family members—one who is lending and another who is borrowing.

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How to Choose the Right Agents for Your Incapacity Plan

Part of creating an effective incapacity plan means carefully considering who you want as your financial and medical agents.

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5 Essential Legal Documents You Need for Incapacity Planning

You should have these five essential legal documents in place so that your loved ones are empowered to make decisions for you.

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