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Reviewing Your Estate Plan After the Death of a Loved One

Fri 12 Feb, by on Estate Planning, Probate

Reviewing Your Estate Plan After the Death of a Loved One

The death of a loved one is never easy. Regardless of your relationship with the deceased (blood relative, life partner, or close friend), you need space and time to process and grieve your loss. Once you have had time to cope with all that has happened, you should consider updating your estate plan in light of your loved one’s death. We are here to guide you through the main areas of focus of your review. …

The Recipe for a Satisfying Estate Plan

Fri 5 Feb, by on Estate Planning, Probate

The Recipe for a Satisfying Estate Plan

Misconceptions about who needs an estate plan abound. Most people believe that estate planning is only for extremely wealthy business moguls or celebrities. But that could not be further from the truth. Estate planning is the process of making decisions about what happens to you, your money, and your property when you pass away or can no longer make decisions for yourself. Thus, estate planning should be standard practice for every adult age eighteen or …

You Inherited a Retirement Account: Now What?

Fri 22 Jan, by on Estate Planning, Probate

You Inherited a Retirement Account: Now What?

For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accounts. Indeed, doing so can be a powerful way to reduce your current income tax liability, grow your savings exponentially tax-free, and, in most states, protect your savings from claims of creditors. And by and large, this is what most American workers have done. The result is that Americans have gradually amassed huge amounts of wealth …

What Happens When Your Disabled Child Turns 18 and What You Need to Do Beforehand

Thu 21 Jan, by on Estate Planning, Probate

What Happens When Your Disabled Child Turns 18 and What You Need to Do Beforehand

When your child is under the age of 18, you, as their parent, can make most, if not all decisions, on their behalf. However, when your child turns 18, the law views them as an adult, and you no longer have the ability to control what and how decisions are made, or even receive relevant information about those decisions. For most parents, this is a rite of passage. They just have to sit back and …

Nosy Neighbor Nellie Can Find Out About Your Probate. Really.

Wed 13 Jan, by on Estate Planning, Probate

Nosy Neighbor Nellie Can Find Out About Your Probate. Really.

Most people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a private process. However, because wills are filed at the courthouse, probated estates become a matter of public record. That means your nosy neighbor Nellie can simply go down to the courthouse or hop online and find out about your probate. Really.  It’s Not Just Nellie That Has Access… After a death, most states require that …

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