Wills: Make One?
Gallup’s latest poll indicates that despite the traumatic lessons of the pandemic, the percentage of American’s who have created a will has remained about the same for the past three decades. Here are the…
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What Are The Steps of Probate?
Each state has its own procedures and laws for the probate process, though the end goal is the same: transferring assets out of the deceased person’s name to heirs or beneficiaries. When there is…
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Correcting A Will?
If you have made a will—great! Now, don’t forget to periodically review it. In addition to making sure it still reflects your assets and intentions, you may note errors that you previously did not spot….
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Trust Distributions?
Trusts can be an important way to provide for children, or other family members with special needs upon your death. When you create a trust, you can make choices about how the disbursements are to…
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Courtroom Hostilities Cost Artist’s Estate Millions
When the artist Robert Indiana died in 2018, his wish was for his old home in Maine to be converted to a museum so that his artistic vision would continue to inspire future generations. Sadly,…
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New Job? Beneficiary Designations
Congratulations on your new job! With your letter of hire in hand, don’t get so immersed in your new life that you fluff over the forms that come with new benefits. For example, take the…
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Retiring? Update Your Plans
Congratulations: your time is now your own! When you exit the grind, it’s a good idea to re-assess your estate plan. After all, some of the assumptions you previously made about assets and needs…
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Unmarried Life Partners? Make a Will!
Life partners who do not have a marriage certificate but hope to leave assets to each other should take special care to put a will in place. Without a will, you risk not inheriting from…
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Estate Plans When Assets Are Modest?
Legal experts provide practical advice about why it’s so helpful to have an estate plan—even if you do not have many assets. Estate planning means having more than a will or trust. Here is a…
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