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Choosing a Fiduciary: How to Pick a Trustee, Executor, and Agent under a Power of Attorney
November 6th, 2024
While the term fiduciary is a legal term with a rich history, it generally means someone who is legally obligated to act in another person’s best interest. Trustees, executors, and agents are examples of fiduciaries. When you are choosing a fiducia…
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Categories: Estate Planning, Health Care Surrogates, Powers of Attorney, Probate, Property, Trusts, Wills
How to Choose a Guardian for Yourself
October 30th, 2024
Every day we make hundreds of decisions for ourselves—from what to eat for breakfast to where to vacation. However, what happens if you cannot make decisions for yourself? Who do you want making day-to-day decisions on your behalf and serving as yo…
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3 Ways to Manage Your Estate Plan Cost
October 2nd, 2024
You may think creating a simple estate plan should be easy and something you can do independently. Unfortunately, this is not often the case. Estate planning laws vary greatly from state to state, can sometimes be complicated, and constantly change.…
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Disinheriting a Spouse: Can I Leave My Spouse Out of My Estate Plan?
August 21st, 2024
The relationship between spouses is special in all contexts, not the least of which is the estate planning context. In many instances, you can exclude people from your estate plan, including your parents, siblings, and adult children. But there are s…
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To the Millennials: The Time to Plan Is Now
August 14th, 2024
As a millennial, you are contributing to the workforce in a major way and are making positive changes in the world around you. We understand that your concerns may differ from someone of a different generation, and we are here to help you craft an es…
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Categories: Estate Planning, Hiring an Attorney, Pet Trusts, Powers of Attorney, Probate, Trusts, Wills
Don't Let Your Estate Plan Go Up in Smoke: Update Your Plan
July 24th, 2024
Fewer people are creating estate plans today than in years past. Research shows that, in 2024, less than one-third of Americans report having a will.[1] Every adult—whether they are 19 or 99—should have a will at a minimum. Many people can also b…
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Are You Ready to Move Away from Home?
July 17th, 2024
When you move away from home, it is a major milestone in adulthood. For the first time, you might have to secure housing, buy insurance, sign up for utilities, and manage your finances. All of this can feel overwhelming as you simultaneously adapt to…
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Estate Planning Is About Knowing Your Priorities
July 10th, 2024
Thinking about the world and how our loved ones will fare after we pass away can be very difficult. Although we all know that we will pass away at some point, this is not something most people like to dwell on. However, by proactively planning and pr…
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Is it time to Update Your Estate Plan?
June 26th, 2024
Having an estate plan is a great way to ensure you and your loved ones are protected today and in the future. When creating an estate plan, we look at what is going on in your life at that time. But because life is full of changes, it is important to…
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Categories: Estate Planning, General News, Planning for Minor Children, Powers of Attorney, Trusts, Wills
What You Can Learn from the Leno Conservatorship Proceedings
June 19th, 2024
When most people think about creating an estate plan, they usually focus on what will happen when they die. They typically do not consider what their wishes would be if they were alive but unable to manage their own affairs (in other words, if they a…
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