estate plan

Where Should You Store Your Estate Planning Forms?

Where should you store your estate planning forms? You have taken the time to make sure all your estate papers are filled out carefully. You have left nothing out, and nobody is forgotten, right down to your pet birds. You have a safe deposit box at the bank that you have done business with for…

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Estate Planning After a Divorce: Parenting Plans, Guardianships and More

Why do estate planning after a divorce? You will want to readdress items that are needed; now though in reference to new parenting plans and other accommodations of the divorce. In addition, you will need to know what is going to happen to your children should one or both of you become unable to care…

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It has Been Awhile: The Top Signs It Is Time to Update Your Estate Plan

Is it time to update your estate plan? Are you thinking about updating your will? Have you had some big lifestyle changes that may affect your future finances? Have you always had a will but not kept up on updating it as your life has changed? If you have answered yes to one or all…

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Planning Pitfalls: The Most Common Estate Planning Mistakes

Most people do not like to think about their eventual demise, and they certainly don’t like asking uneasy questions about estate planning. In fact, 6 in 10 adults in the United States do not have a will or living trust. And that is a problem, considering how many people want their assets to pass on to their…

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On The Hunt: How to Find the Best Estate Planning Lawyer

Putting together a will is something that no one wants to think about, but it is crucial when it comes to handling your wealth and finances. Planning your estate requires the help and experience of a lawyer. They will help you make sense of the process so that you and your family members are covered….

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time to update your estate plan

Five Signs it is Time to Update Your Estate Plan

Is it time to update your estate plan? It is estimated that 58 percent of the baby boomer generation (those between the ages of 53 and 71) have an estate plan in place. However, once created, many people do not realize that updates may be needed from time to time. As a person ages and…

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Three Reasons Why Millennials Need an Estate Plan

Do you know why millennials need an estate plan? If you are younger than 45 or 50, you may not think you need to worry about estate planning. That is something you do when you start thinking about retirement, right? Those of us who are young and healthy have our whole lives ahead of us…

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Legal at 18: Estate Planning for College Students

About to turn 18? What an exciting time! You already know that you can register to vote, get a tattoo, and purchase that lucky lottery ticket, but did you know that you also need to plan to manage your estate?  Even though it may not sound like the most glamorous task to do as soon as you…

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How Planning for Being Incapacitated Will Strengthen Your Whole Family & Estate Plan

When you think about it, planning your estate is not about dying. It’s about managing and protecting your assets, and who gets to control them, while you are living. If you become incapacitated, having an incapacity plan in with your overall estate plan ensures that your best interests are clear. It also ensures your family is…

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Aretha Franklin Did Not Leave a Will

Aretha Franklin Did Not Leave a Will

Many of us were saddened by the news Aretha Franklin died and were surprised she did not leave a will.  What did this mean for her estimated $80 million estate? Would it go to her sons or other family members? What about her lawyer, agent, and other people who helped her career? Is there such…

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