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Planning a Barbecue Is Like Planning Your Estate

While informal, cookouts require planning for success. Similarly, estate planning needs preparation to avoid a poorly designed plan from leaving you and loved ones in a bind!

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How to Protect Your Significant Other from Frozen Accounts

Without proper planning, your significant other could struggle to gain access to your accounts. The frustration is especially distressing if the frozen account was the primary source for paying joint or household expenses. 

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Powerful Provisions in Your Financial Power of Attorney

Depending on the provisions you choose to include, your agent may have the power to buy and sell property, the power to invest, and powers regarding your retirement benefits.

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How Remodeling Your Home Could Impact Your Estate Plan

Spring is associated with renewal, and as the weather gets warmer, many homeowners turn their attention to renovation projects. To keep your estate plan up to date, make sure to discuss a home remodeling project with an attorney. 

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Estate Planning: What Matters Most to You?

Getting your affairs in order through the creation of an estate plan requires careful consideration of the different legal and financial tools available to help you fulfill the vision of your estate plan.

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Important Tax Considerations in Estate Planning

To truly understand how estate planning can help, clients must first understand some basic tax concepts outlined in this article.

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What Happens To My Mortgage After I Die?

If your estate plan involves the transfer of property subject to a mortgage, the Garn–St Germain Act is important to keep in mind.

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Three Celebrity Probate Disasters and Tragic Lessons

Some of the world’s most famous people made estate planning mistakes that tied up their fortunes and heirs in court for years. Find out how to prevent the same for your loved ones.

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Nonjudicial Settlement Agreements – The Good, the Bad, and the Ugly

When May a Nonjudicial Settlement Agreement Be Used? Find out the good, bad and ugly of these agreements for these types of agreements:

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Five Things to Know Before Including a Limited Liability Company in Your Estate Plan

When it comes to protecting your money and property, it is important that you have the right plan, which can include a number of tools:

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