Does My Estate Plan Need to Include My Vacation Property?

Yes! If you own a vacation home, timeshare, investment property, or any other asset outside of the state where you are domiciled you must make sure it’s included in your estate plan. If you fail to include these in your estate plan, or fail to have an estate plan at all, your heirs will encounter […]

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How A Living Trust Helps Your Family

There are several parts to an estate plan, one of them being a living trust. Common factors that prompt someone to create a trust include privacy, tax benefits, avoiding probate, efficient asset management during long-term disability and caring for family members with special needs. Estate planning also lets you dictate how your assets will pass […]

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Do you really need a will?

Do You Really Need a Will? The short answer to this question is “yes.” Everyone who owns anything should have a will. A will puts you in charge of the distribution of assets upon your death. Without a will or other estate plan your state’s rules determine who gets what after your death. Even with […]

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Tips for Working with a Law Firm

Get the Most Out of Your Work with Your Lawyer.  When you hire an attorney for estate planning, help with a loved one’s estate, or any other legal matter you want to make sure that the work gets done as quickly as possible and at the best possible value.  Here are some tips to have […]

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Money Isn’t Everything in Estate Planning

How to Pass Your Stories and Values to the Future Generations Money may be the most talked about wealth contained within a person’s estate, but the riches of their experience and wisdom can mean even more to family members over time. Reinforcement of family traditions can be built into your estate plan alongside your wishes […]

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Estate Planning for Military Families

Military families need to consider special estate-planning issues that others do not. This is particularly true when one or more family members are deployed overseas. Beyond this, members of the military have access to special benefits and resources. This can become complicated and, for this reason, it is important that you seek special help if […]

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3 Ways Your Trust Can Help a Loved One With Mental Illness

When a loved one suffers from a mental illness, one small comfort can be knowing that your trust can take care of them through thick and thin. There are some ways this can happen, ranging from the funding of various types of treatment to providing structure and support during his or her times of greatest […]

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