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What Not to Include in Your Estate Planning Documents
July 26th, 2023
One important purpose of estate planning is to facilitate the transfer of ownership of your money and property to your family and loved ones when you pass away. For this transfer to be as stress-free and efficient as possible, it is crucial that esta…
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What Is a Devise in My Estate Plan?
July 19th, 2023
If you are thinking about creating an estate plan, you may hear some new and confusing terms that make your brain hurt. To add to your bewilderment, not only are some of the words unfamiliar, they may also be homophones—words that are pronounced th…
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What Happens to Your Venmo, PayPal, and Apple Pay Accounts at Your Death?
July 12th, 2023
It has been said that nothing ever dies on the Internet. While this dictum is typically used as a warning that what we put online may come back to haunt us, it is also true that our online accounts can outlive us, and even live in perpetuity. Having…
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Was Your Loved One a Book Lover? Think Twice Before You Throw Those Books Out
June 14th, 2023
An individual’s belongings—such as jewelry, furniture, photographs, and books—sometimes slip through the cracks of their estate plan. While certain books may be gifted to a beneficiary in a loved one’s will, a book lover may leave behind othe…
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National Home Remodeling Month: How Remodeling Your Home Could Impact Your Estate Plan
May 31st, 2023
Spring is associated with renewal, and as the weather gets warmer, many homeowners turn their attention to renovation projects. Each May, the home remodeling industry and the National Association of Home Builders (NAHB) celebrate National Home Remode…
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Planning a Barbecue Is Like Planning Your Estate
May 24th, 2023
For many, Memorial Day weekend signals the beginning of summer and enjoying warm-weather activities, including backyard barbecues with friends and family. Although a cookout may be an informal affair, planning is crucial to its success. This is true…
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Are You Single with a Minor Child? If So, You Need a Plan
May 17th, 2023
You have a minor child who depends on you for their survival, so you need to make sure that they will be cared for if you are ever unable to care for them. By creating an estate plan, you can address your minor child’s care and custody and provide…
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Mental Health Awareness Month: How an Estate Plan Can Help Improve Anxiety
May 10th, 2023
Roughly one in five US adults experiences a mental illness each year. Anxiety disorders are among the most common mental health conditions, affecting nearly one-third of adults at some point in their lives. While anxiety can be generalized and chroni…
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Categories: Burial Plans, Estate Planning, Guardianship, Health Care Surrogates, Living Will, Powers of Attorney, Trusts, Wills
Why the Knives May Come Out at Death
April 5th, 2023
The box office success of the 2019 murder mystery Knives Out led to franchise status, with Glass Onion, the first sequel, released in late 2022. The original Knives Out featured whodunit intrigue surrounding the murder of a wealthy author and surpris…
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Ways You Can Revoke a Will
March 29th, 2023
A will (which should be accompanied by other important documents such as healthcare and financial powers of attorney, as well as an advance healthcare directive) is a foundational estate planning document. However, according to Gallup, only 46 percen…
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