Administrator? Executor? Personal Representative?
The term for the individual responsible for closing out the affairs of a deceased relative or friend can be tricky, so here’s help. When someone dies without a will, probate court typically appoints an administrator….
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Let’s Talk: Money, Values and Hopes
Sooner or later in life, we have to take the ultimate actions of adulting: making plans for our later years, which include provisions for our caregiving needs in the event of decline, and the gifting…
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Probate Questions Answered
The public process of bringing the affairs of the deceased to closure, aka probate, tends to sound scary and off-putting, and is often surrounded by confusion, and misinformation. Here are simple answers to the basic…
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Trial Vs. Appeal?
During a trial, attorneys present evidence and argue cases before a judge and jury. If there are grounds to challenge a trial court decision, the case goes to an appeals court, where an argument is…
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Special Needs? SNT Explained
Estate planning is an important way for every parent to prepare for the inevitable, but it is doubly important for families when special needs children are involved. Future care plans must be carefully thought through,…
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Gifting Education for the AI Era
As the rise of Artificial Intelligence rapidly reshapes the employment landscape, educational institutions of all kinds are sprinting to respond with next wave learning experiences and “future proof” skill building opportunities. Though much is uncertain,…
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In Real Life: Proactive Planning and Gifting
The root causes for putting off estate planning decisions are obvious: it’s icky, and fraught with unknowns. Nonetheless, making proactive arrangements for our own care during aging, and for the gifting of assets we are…
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Adulting: Do You Have An Estate?
Most likely, yes, you do have an estate. Though “estate” tends to conjure a big home, surrounded by gardens and streams, and maybe even a horse or two, an estate is really just the sum…
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Moving to a New State? What About The Trust?
If you have made an estate plan and established a trust, good for you: a proactive approach to care and asset arrangements for life’s later years is best. Even if you end up deciding to…
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