Ethical Will?
We all know a will is essential for distributing our possessions after we’re gone. It’s the legal document that dictates who gets what. But what about other things we want to pass on, like lessons…
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What To Expect: Appeals In Civil Litigation
Navigating the appellate process can feel like entering a labyrinth blindfolded. The familiar landmarks of the trial court – witness testimony, evidentiary battles, and jury persuasion – fade into the distance, replaced by a complex…
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Meaningful and Impactful Gifting
Your estate plan is more than just a stack of signed legal documents: it’s a powerful tool for shaping your family’s future. By thoughtfully designating your assets, you can provide for needs, support dreams, and…
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Is Your Estate Plan Up To Date?
Estate plans need to be carefully reviewed and updated at least every 3-5 years, and more frequently if life is bringing changes. For example, do the people you designated for key roles like power of…
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Prized Possessions and Estate Plans
With good reason, major assets, like bank and investment accounts, as well as real estate, tend to get lots of attention during estate planning, but it’s wise to think about accumulated personal possessions too. Thoughtfully…
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IRA Trust?
As the name implies, an IRA trust is an estate planning option for individuals who have saved money through a company sponsored retirement plan. For lots of people, retirement plan assets are among the most…
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Understanding Trustee Responsibilities
When setting up a trust as part of an estate plan, do not underestimate the responsibilities that will fall to the trustee designated to administer the trust. Serving as a trustee is not an honorary…
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Is a Life Estate A Good Idea?
A life estate is an estate planning tactic that allows real estate to bypass the public process of probate. Essentially, the real estate is gifted directly to a “remainderman” after the “life tenant” dies….
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Safety Net for Older Age?
The possibility of living a longer life than previous generations makes it more important than ever to thoughtfully map out care and financial plans and scenarios. In fact, estate planning now goes way beyond…
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