Is a Payable on Death Account Right for You and Your Family?
Payable on death accounts, or “POD accounts” for short, have become popular for avoiding probate in the last decade or [...]
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03, 2015
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03, 2015
Does Your Estate Plan Protect Your Adult Beneficiaries?
If you think you only need to create discretionary lifetime trusts for young beneficiaries, problem beneficiaries, or financially inexperienced beneficiaries, [...]
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01, 2015
Who’s Going to Get It: Do You Really Know the Beneficiaries of Your Dynasty Trust?
Today many estate plans contain irrevocable dynasty trusts that will continue for the benefit of a spouse’s lifetime and then [...]
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01, 2015
The Wrong Successor Trustee Can Derail Your Final Wishes
Today many estate plans contain irrevocable trusts that will continue for the benefit of a surviving spouse’s lifetime and then [...]
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10, 2014
Year End Estate Planning Tip #2 – Check Your Beneficiary Designations
With the end of the year fast approaching, now is the time to fine tune your estate plan before you [...]
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09, 2014
If You Die Without a Will, Does Your Spouse Inherit Your Entire Estate?
If you are married and you die without a Last Will and Testament, you may mistakenly believe that your spouse [...]
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09, 2014
Discretionary Trusts – How to Protect Your Beneficiaries From Bad Decisions and Outside Influences
Leaving your hard-earned assets outright to your children, grandchildren or other beneficiaries after you die will make their inheritance easy [...]
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07, 2014
Why Does Probate Take So Long?
Probate can be easily avoided, but most estates are dragged through the process. Why? Many people fail to create an [...]
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07, 2014
How to Get Organized to Meet With Your Estate Planning Attorney
OK, great! You’ve finally decided it’s time to meet with an estate planning attorney and get your affairs in order. [...]