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When people are doing their estate planning, they often discuss their life insurance policy. An elderly person may know that they have a substantial amount of life insurance, and they just want to make sure that it gets divided appropriately between their adult...

Many adults in the United States carry debt, which can include everything from secured debts like mortgages to unsecured debts like credit card balances. While some people think that debts die with the account holder, that’s not necessarily true.  When someone dies...

When it comes to estate planning, many adult children find themselves urging their aging parents to get their affairs in order, only to be met with resistance. While it can be frustrating, the hesitation is rarely rooted in ignorance or laziness.  Instead, older...

Controlling how your assets are distributed and managed after you pass away is one of the benefits of a trust. Certain types of trusts can protect an estate from disputes, estate taxes and probate.  You may have read about the different types of trusts you can add to...

Your parents are getting on in age, and you can see their health deteriorating in front of your eyes. Maybe they will live for many years yet, or maybe their time will come soon, but there is one thing that is bothering you – you are not sure if they have an estate...

Starting a family is an exciting milestone, but it also brings new responsibilities that can feel overwhelming. One of the most important steps you can take to protect your loved ones is planning for the future, even if it feels like something that can wait.  Estate...

You want your estate plan to stick when you’re gone. No fighting, drama or squabbles among your loved ones that turn into courtroom drama - just your wishes carried out as intended. Can including a no-contest clause in your will or trust help you achieve this? First,...

Estate planning is your opportunity to leave a lasting legacy, but doubts about your testamentary capacity can jeopardize your final wishes. Taking steps to establish your mental clarity and intentions while you are alive can help preserve your wishes if someone...

How your assets are used after you pass away is not always in your control. Your assets could be mismanaged and poorly invested. However, you can protect your legacy with a trust. A trust is a legal arrangement that allows a trustee to manage your estate, helping to...

Life is always evolving, and your estate plan should reflect this. Failing to update it could lead to unintended consequences for your loved ones. They may miss out on an inheritance that you wanted them to receive. An estate plan should generally be reviewed every...