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Collecting Debts on Behalf of Your Deceased Loved One

If your loved one has died and you think they were owed money at the time of their death, keep the following information in mind.

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What to Do with a Loved One’s Used Medical Equipment

After a loved one has passed away and the funeral has been held, the task of sorting through their personal belongings begins.

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Four Things Your Spouse Should Know Before You Die

According to one study, half of all couples fail to discuss their dying wishes, leaving surviving spouses with unanswered questions about subjects like burial arrangements and remarriage, highlighting the importance of addressing these topics in a comprehensive estate plan.

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Three Tips for Protecting Your Important Legal Paperwork in a Natural Disaster

Below are several tips to follow so that you can ensure your important paperwork is safe if your home is damaged or destroyed in a natural disaster.

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Have an Etsy Store? Make Sure It Is Properly Protected

An Etsy store, whether a main income or side gig, should be included in your digital estate plan with other assets like social media, subscriptions, and cryptocurrency.

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Bills and Services to Cancel—and Keep—When a Loved One Dies 

Apart from the emotional challenge of dealing with someone's death, handling their accounts, bills and services can also be difficult.

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What Not to Include in Your Estate Planning Documents

While an estate plan is needed to smoothly transfer your assets to family and loved ones, you want to avoid adding unneeded information.

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What Is a Devise in My Estate Plan? 

A devise traditionally refers to a real estate gift in a will, but is often used interchangeably with terms like bequest that pertain to personal property gifts.

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Home Security Systems and Estate Planning

A home security system offers the advantage of bringing peace of mind and a sense of security throughout your lifetime and beyond.

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You Can Benefit from Giving Gifts

Through a comprehensive estate plan, these three trusts may assist high net worth clients in sharing their wealth in a tax-advantageous way.

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