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Creative Uses for a Loved One’s Stuff

Several estate planning tools can be used to keep the distribution of personal property organized, intentional, and enforceable.

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How to Get Organized to Meet with Your Estate Planning Attorney

Being open and honest with your attorney will enable them to tailor an estate plan that best suits your circumstances and wishes.

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When Your Parent Plans to Disinherit Your Sibling

While the decision your parent has made to omit your sibling from their estate plan will undoubtedly land heavily on your sibling, the decision also places you in a complicated position.

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Why Retirement Is the Right Time to Revisit Your Estate Plan

Whether you are approaching retirement or already in it, this stage calls for a fresh look at your estate plan.

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Statements of Intent or Purpose in Estate Planning Documents

Learn the two primary ways to document a trustmaker’s intent, how they differ in purpose, and why both are often referred to as a statement of intent.

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How Including a Pour-Over Trust Can Simplify Your Planning

A pour-over trust can help alleviate some of the stress that may come from making estate planning decisions as a couple.

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Gift Tax Law: When a Gift May Not Be a Gift

If you give a gift above a certain amount, you might end up owing money to the Internal Revenue Service (IRS).

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Passing Along a Benefit, Not a Burden: Why Planning for Absence and Incapacity Is Indispensable for Business Owners

Protecting your business from the unknown, like absence and incapacity, is smart and part of your responsibility as an owner.

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Retirement Planning for Business Owners

As a business owner, planning for retirement requires more effort, foresight, and strategy.

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Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate

Avoiding living probate, guardianship and conservatorship is a relatively pain-free process if handled well ahead of time.

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