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Making a will is an important part of planning for the future. This estate planning document lets you express your wishes regarding your assets and ensure they get followed after you die. Although most people need a will, it can be difficult to tell exactly when you...
As your parent grows older, they may face health challenges that require careful planning. As their child, it’s understandable if you want to help them secure this part of their future. Helping them create a Healthcare Power of Attorney (HCPA) may help you with this....
Power of attorney (POA) designations are critical when creating an estate plan. These legal documents allow you to appoint someone to act on your behalf if you become incapacitated. Neglecting to make these arrangements can lead to complicated scenarios for you and...
If you have a child who’s started college this year or is taking a gap year to work or travel, it’s time to make sure they get at least one estate planning document in order. We’re not talking about a will --although it never hurts to have one. The document they need...
As elders become more interested in estate planning solutions for their assets, they become more vulnerable targets for annuity and living trust scams. An annuity is an agreement between a consumer and an insurance provider that involves multiple payments as...
Second marriages are not at all uncommon these days. In fact, roughly 21% of the couples who made it to the altar in 2022 were on their second marriage. There’s nothing wrong with finding love again, whatever your age, but those with children from their prior...
LOIs, or Letters of Intent, are commonly used in commercial real estate transactions as a preliminary step before entering into a formal purchase agreement or lease. An LOI is a document that outlines the basic terms and conditions that both parties intend to include...
Wills are vulnerable to estate taxes, complicated probate processes and disputes. To avoid this many people creating their estate plans will make trusts. A trust puts assets in the protection of a trustee. When the time comes, the trustee is responsible for...
The probate process begins with establishing an estate representative, who should act in good faith on behalf of the estate. Consider appointing an estate representative early in your estate plan. It should be someone you know who has the capacity and due prudence to...
Estate administration refers to managing and distributing a deceased individual's assets, debts and financial affairs. When someone passes away, their estate is handled by an estate administrator or executor responsible for carrying out the deceased's wishes as...