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Can Beneficiary Designations Be Challenged?

Retirement accounts fall into a category of assets that pass to heirs directly outside of the will and are not subject to probate. That is, if the paperwork is in order.

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Should I Use a Testamentary Trust?

What Is a Testamentary Trust?

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What are Mistakes to Avoid with Beneficiary Designations?

Here are five critical mistakes to avoid when dealing with your beneficiary designations.

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Why You Need a Digital Asset Estate Plan

…Ajemian’s account became the source of a nearly decade long legal battle that raised a salient question: Who can access your digital accounts after your death?

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Why Do I Need a Will?

There’s always plenty of time to get your affairs in order, until you get run over by a cement truck.

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What are Alternatives to Guardianship?

We all want to protect vulnerable people from harm. However, taking away all their rights usually isn’t the place to start. Instead, there are several less severe options that could be the right way to go.

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What Happens to Stock Options when Someone Dies?

No matter what industry you might be in, what your long-term goals might be, or how your business is structured, you know that you need to be planning for the future.

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What Is Power of Attorney and Is It Important?

Of all of the essential estate planning documents, the durable general power of attorney is usually the document that is needed first.

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What Is an ‘Ethical Will’?

Ethical wills first began to appear in the 1990s, usually in the form of a “legacy letter” written just before a person died and then bolted onto their main will as an appendix.

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Who Should Be Your Executor?

An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.

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