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How Do I Ask My Parents About Their Estate Plan?

Next Avenue’s recent article entitled “Mom, Do You Have a Will?” says that many older adults and their children don’t want to talk about death. Of course, you could simply...

What Happens when You Inherit a Retirement Account?

The SECURE Act of 2019 reset the game for IRAs and other tax deferred retirement accounts, says a recent article from Financial Advisor titled “IRAs, Taxes and Inheritance: Planning Becomes...

How Does an Irrevocable Life Insurance Trust Work?

Irrevocable Life Insurance Trusts (ILITs) are a common planning tool. However, buying the policy at the wrong time, leaving out Crummey withdrawal rights and ignoring administrative costs are commonly made...

Top 10 Success Tips for Estate Planning

Unless you’ve done the planning, assets may not be distributed according to your wishes and loved ones may not be taken care of after your death. These are just two...

Estate Planning Considerations for Minor Children

Creating an estate plan with minor children in mind has a host of variables quite different than one where all heirs are adults. If the intention is for the minor...

How Can an Elder Law Attorney Help Me?

Seasons’ recent article entitled “Finding an elder care lawyer” discusses ways in which an experienced elder law attorney can help you. Social Security. Did you know that you’re statistically more...

What Did George Harrison Leave to His Sister in His Estate Plan?

Ex-Beatle George Harrison promised to take care of his sister, Louise, for the rest of her life. She thinks he’d be horrified to know that she no longer gets a...

Is Your Business Included in Estate Plan?

Forbes’ recent article entitled “The Importance of Estate Planning When Building Your Business” says that every business that’s expected to survive must have a clear answer to this question. The...

How Does Probate Court Work?

Probate court is where wills are examined to be sure they have been prepared according to the laws of the state and according to the wishes of the person who...

How Does Probate Court Work?

Probate court is where wills are examined to be sure they have been prepared according to the laws of the state and according to the wishes of the person who...

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