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Estate Planning: Choosing Your Trustee?

...that require a specific set of skills and a significant time commitment. The more complex the assets placed in a trust, the more complex the duties of the trustee become....
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Timing’s Everything: Probate Disputes

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Probate Proceeding In New York?

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Death and Taxes: Who Pays What?

...income tax return and the fiduciary income tax return. It is best practice to have one CPA prepare the decedent’s final personal income tax return and the fiduciary income tax...
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Procrastinating? Estate Plan Motivation

...family’s burden during a time of grief. They won’t have to guess your intentions. Avoid Probate Complications: Create a comprehensive estate plan to help your estate avoid the lengthy probate...
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Dog, Cat, Parrot, Turtle…

...“regular” pets, like cats and dogs can live on for years, outlasting their humans and making pet trusts increasingly common. Pet Trusts Explained Pets can be great companions for all...
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What Not To Do: Executors

likely to take some time—a year or so is fairly common. As time goes by, it’s critical for executors to keep communications flowing to beneficiaries, creditors, and the court. Silence...
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Trust Assets: Takers of Last Resort?

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Friends Furever: Setting Up A Pet Trust

reliable friend, neighbor or relative is prepared to step up if a life emergency catches us by surprise. Though informal arrangements for pets can come in handy, it’s increasingly common...
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