Properly Funding Your Trust: Don’t Leave Your Loved Ones Behind

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You’ve put in the hard work. You’ve set up a trust and you’re well on your way towards protecting your family’s future. Or are you? There are many steps when it comes to establishing a trust and one of the most important is also one of the most easily overlooked: trust funding. Simply put, if…

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Using Transfer-on-Death Deeds to Avoid Probate

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When it comes to planning your estate, you naturally want to make things as easy as possible for your beneficiaries. The last thing you want is for your property to get hung up in probate while your loved ones wait to receive their inheritance. When you Will your property to your beneficiaries, though, this is…

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Family Conversations About Your Estate Plan

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With holidays upon us, you’ve got a lot on your mind, right? Turkeys and ham don’t make themselves, and the longer you put off gift shopping, the more stressful that affair becomes. And then, of course, the house needs to be cleaned, family visits need to be scheduled, Christmas lights need to go up, and…

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Tough Conversations About Estate Planning Around the Holidays

In a world driven by social media, it’s easy to feel as if, despite all the insight we have into each other’s lives, our loved ones are further away than ever. And indeed, the data bears this out. A recent study shows the average modern family is spread 2,077 miles across the world and most adults have…

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If Only Anne Heche Had Drafted an Estate Plan…

Anne Heche was an Emmy award-winning actress, well-known for her roles in such blockbuster hits as Donnie Brasco and I Know What You Did Last Summer. Well, we know what Heche didn’t do last summer: draft an estate plan. The actress lost her life in a car crash in August, 2022…leaving behind two sons, a…

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Don’t DIY It: Why Online Wills and Trusts Might Not Hold Up

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In recent years, it seems like DIY estate planning services are popping up everywhere. These providers allow you to prepare your Wills and Trusts online at a considerably lower cost than it would take to hire an estate planning attorney. Sounds great, right? Then, let’s consider the old adage “you get what you pay for”.…

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This is So Unfair: Let’s Talk About Unequal Inheritance

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Fair doesn’t always mean equal. If you’re out for dinner with your kids aged two and ten, you’re not going to order them the same meal. Likewise, if you’re at a CrossFit class with a friend who’s never lifted more than your spirit, you’re not going to squat the same weight. Fairness means treating people…

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