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Things You Can Do to Help Prove You Are Mentally Competent When Executing Your Estate Plan

Check out this list of things you can do to help prove you are mentally competent when executing your estate plan.

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Why You May Still Have to Open a Legal Probate Proceeding

Probate is the legal process for recognizing the validity of a person’s will after their death and appointing the nominated decision maker.

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What You Need to Know About Beneficiary-Controlled Trust

Beneficiary-Controlled Trusts are a great way to provide your children or loved ones with an inheritance and protect them.

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Bankruptcy’s Effects on Estate Planning

What if one of your beneficiaries is in bankruptcy or is soon likely to be? None of us knows what the future holds, so you should consider these important issues in your estate plan, even if the possibility of bankruptcy seems far-fetched right now.

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10 Types of Trusts: A Quick Look

Here is a look at the basics of ten common trusts to provide you with a general understanding of the options available.

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Have You Thought Through Your Retirement Plans?

No matter what stage you may find yourself in estate planning, retirement is a great milestone to evaluate what your next step may be.

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What to Do When a Child Dies

The death of a child is one of the hardest times for a family. This article focuses on the financial and legal aspects of dealing with this tragedy.

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Seven Ways to Avoid Family Fights over Your Property

Far too many families end up fighting, or at least experiencing tension, over a family inheritance. But it does not have to be that way.

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Is a Defect a Good Thing? Intentionally Defective Grantor Trusts in Estate Planning

The notion that your estate plan contains a defect would not normally be welcomed as good news. But despite the moniker, an intentionally defective grantor trust (IDGT) can be an advantageous tool for minimizing estate taxes and maximizing the money and property that are passed on to a spouse, descendants, ...

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What Is the Effect of an Unrecorded Deed?

A deed is a legal document used to transfer real property ownership rights from one person or entity (the grantor) to another (the grantee). Not recording a deed can cause problems for the grantee.

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