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Buyer Beware: How to Avoid Estate Planning Scams

Fri 23 Oct, by on Estate Planning, Probate

Buyer Beware: How to Avoid Estate Planning Scams

Imagine spending thousands of dollars on an estate plan to protect loved ones, only to find that no true protection exists. Unfortunately, this scenario happens on a regular basis to individuals who are victims of estate planning schemes. According to a report conducted by the U.S. Consumer Financial Protection Bureau of people ages 50 and over, victims of financial fraud lose $34,200 on average to unscrupulous scammers.[1] In some instances, the scams are discovered before …

Wealth Transfer Strategies to Consider in an Election Year

Tue 20 Oct, by on Estate Planning, Probate

Wealth Transfer Strategies to Consider in an Election Year

With a push by the Democratic party to return federal estate taxes to their historic norms, taxpayers need to act now before Congress passes legislation that could adversely impact their estates. Currently, the federal estate and gift tax exemption is set at $11.58 million per taxpayer. Assets included in a decedent’s estate that exceed the decedent’s remaining exemption available at death are taxed at a federal rate of 40 percent (with some states adding an …

HELP! This Probate Is Taking Forever!!!

Fri 16 Oct, by on Estate Planning, Probate

HELP! This Probate Is Taking Forever!!!

After a loved one dies, their money and property must be distributed to the right people, either according to their will or the state’s default distribution scheme (found in its “intestacy” statute). While most people want the settlement process to be done ASAP, probate can take between 18 and 24 months. Yes, you heard that right. The time delays create unnecessary stress, especially for families who need access to those accounts or property. 5 Reasons …

Caught in the Undertow – How No Estate Plan Could Leave Your Family Overwhelmed

Wed 30 Sep, by on Estate Planning, Probate

Caught in the Undertow – How No Estate Plan Could Leave Your Family Overwhelmed

Many people love to spend part of their summer vacation at the beach, enjoying the ocean and sunshine. But there may be unseen dangers that are crucial for beachgoers to keep in mind: For example, the undertow is a current of water, often quite powerful, below the surface, that is moving away from shore when waves are approaching it. It can easily knock a smaller person off balance and could be dangerous for those who …

Keeping the Peace After You Are Gone – Planning With an Aim Towards Building Unity

Fri 25 Sep, by on Estate Planning, Probate

Keeping the Peace After You Are Gone – Planning With an Aim Towards Building Unity

A will or trust contest can wreak havoc on families. The conflict can result in possibly irreparable resentment and loss of familial communication. Old rivalries and disputes can resurface during the trying time that occurs after the death of a loved one, especially a parent.  But careful estate planning can help you substantially reduce the risk, or even avoid this problem entirely. Let’s take a look at a few of the ways you can build …

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