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If a relative or close friend has given you the responsibility of being personal representative (commonly known as executor) of their estate, you likely take that role and your obligations very seriously. Once they’ve passed away and it’s time to get to work, however,...
When writing a will, you may decide that you want to disinherit someone. This is a person who ordinarily would have been named as a beneficiary, perhaps because they were in a previous version of your estate plan or because they are a direct relative, such as an adult...
Building wealth is a dream that many people have and rarely achieve. But when it does happen, various aspects of your life are subject to change. One of these is how it affects your current estate plan. As it is not a one and done document, knowing where issues tend...
Planning for a loved one with a disability requires careful thought and long-term vision. Families often want to provide financial support while preserving access to essential public benefits. A special needs trust can help balance both goals. Understanding how these...
Every adult should have a will -- but what about a trust? Establishing a trust is an important step for people who want greater control over how assets are managed and passed on. A trust can support long-term planning, protect privacy and provide clarity for loved...
Leaving a significant inheritance to a beneficiary can sometimes feel concerning. You do want to pass them an inheritance, but you may be worried about how that person will spend their money. This can make it hard to determine exactly how much to leave them while...
In order to draft an estate plan or write a will, a person has to have testamentary capacity to do so. This generally refers to their mental capacity and their understanding of the decisions that they are making. A person who makes an estate plan has to be of sound...
For many people who are writing a will, the goal is to avoid conflicts among family members. They do not want their adult children and other beneficiaries to enter into disputes after they have passed away. With this goal in mind, it is important to consider some of...