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Estate Planning Mistakes to Avoid

Having an estate plan ensures that your assets, interests, and those you care about are protected after you die. Unfortunately, many individuals make costly mistakes without proper advice and guidance from a qualified estate planner. Beyond undermining your intent and…

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Why Health Care Directives Are Important

In some cases, disease, injury, or illness can prevent people from communicating their needs and wants. When this happens, they need someone they trust to advocate for them. You can prepare the proper legal documents in advance. Losing the Ability…

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The Problems with Self-Drafted Wills

In the event of your death, a will addresses who will inherit your assets and properties according to your wishes. Your will names a personal representative (executor) who will carry out your directives. In addition to asset distribution, your executor…

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Estate Planning for Widows and Widowers

A spouse's death is a life-changing experience emotionally, spiritually, and often financially. It is common for one spouse to handle family tax and estate plans, and a widow(er) may be looking at a complex financial situation with more questions than…

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The Probate Process

In the United States, probate is the process by which a will is formally acknowledged, and a personal representative (executor) is named to administer the estate. Navigating the probate process will vary according to state law. Therefore, it is good…

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Five Legal Documents You Need to Have

As your mental capacity decreases and your health declines, it can become more difficult for you to make sound financial and healthcare decisions. Putting these five must-have legal documents in place before life becomes too difficult to handle is crucial…

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What Probate is All About

Even though probate carries a stigma of having a bad reputation, thoughtful estate planning can minimize or avoid it. In reality, most heirs will have to navigate the probate process to some degree after losing a loved one. Understanding what…

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Retirement Planning for Generation X

Generation Xers are entering their 40s and 50s at a time when retirement planning should be a priority. There are many things to consider, including finances, investments, insurance policies, legal documents, living arrangements, and healthcare. It is advisable to make…

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