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Court Bonds 09.22.2021

Educational Goals and Family Trusts

 Achieving educational goals can be life-changing—as is the gift of paid tuition! A trust can be a great way to gift education to family members. Unlike a will, a trust, overseen by a trustee, allows…
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Educational Goals and Family Trusts
Court Bonds 09.15.2021

Out of Trust?

Unlike wills, trusts do not pass through the public probate process—and therefore can protect a family’s privacy. Some families, however, end up with public conflicts even when a trust has been established. Take, for example,…
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Out of Trust?
Court Bonds 09.15.2021

Probate and Personal Representatives?

Every state has a probate process: legal steps through which property is transferred from the dead to the living. If there is a will, it is admitted to probate court to initiate the process. If…
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Probate and Personal Representatives?
Court Bonds 09.08.2021

Trustee? Ask These Questions First

When a family member or friend asks you to serve as the trustee, it’s an honor, conveying they trust you to look out for the beneficiaries. It is also, of course, a big responsibility. Before…
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Trustee? Ask These Questions First
Court Bonds 09.08.2021

Trusts Are Helpful When…

We all need an estate plan. Frequently, a basic last will and testament is a great way to lay out your wishes and leave affairs organized for your loved ones. Sometimes, depending on your intentions…
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Trusts Are Helpful When…
Court Bonds 09.01.2021

Can You Execute My Will?

Executing a will is a big responsibility. It takes time and patience, and the administrative chores can be an extra challenge for those grieving. When you create a will, be thoughtful in your selection and…
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Can You Execute My Will?
Court Bonds 09.01.2021

Accountable To Beneficiaries: Personal Representatives

The probate courts appoint personal representatives to settle the affairs of the deceased when there is no will. A personal representative takes control of the assets (aka estate) of the deceased and distributes them to…
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Accountable To Beneficiaries: Personal Representatives
Court Bonds 08.25.2021

Time for a Conservator?

  Taking care of loved ones or friends is a tremendous responsibility. Legal advisors point out that in some circumstances, conservatorships can be the right solution for protecting  the finances and legal affairs of someone…
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Time for a Conservator?
Court Bonds 08.25.2021

Let’s Talk About It: Estate Planning

  If we become incapacitated, and when we ultimately die, there is so much our families will need to know and do—while grieving. Putting an estate plan in place and communicating about it while we…
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Let’s Talk About It: Estate Planning