Choosing a Trustee: Why It’s Risky to Pick Uncle Bill
Understand why choosing a trustee like your uncle may be risky. Discover the importance of selecting a professional trustee for your trust.
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5 Proven Steps to Protect Aging Loved Ones from Financial Exploitation
Discover 5 proven steps to protect your elderly family members from financial exploitation and abuse. Act now to safeguard them.
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Interesting Ways Estate Planning Can Fund Your Loved One’s Education
Explore interesting ways estate planning can fund your loved one’s education and open doors for their future.
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Meaningful Ways to Honor a Loved One Through Your Estate Plan
Incorporate meaningful ways to honor a loved one in your estate plan, reflecting their values and interests in lasting gifts.
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Beware of Trust Scams: How to Identify and Avoid Them
Trusts are valuable tools in estate planning, helping individuals protect and transfer assets, sometimes in a tax-efficient manner. However, the complexity of certain trusts—often involving multiple parties, specialized legal terms, and nuanced tax regulations—can make them difficult for the average person to fully understand.
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Successor Trustee Mistakes That Can Undermine Your Final Wishes
Choosing the right successor trustee is one of the most important decisions you will make when creating a trust. Your successor trustee will be responsible for managing your trust’s assets when you are no longer able to do so, whether due to incapacity or death. Selecting the wrong person can undermine your carefully laid plans and lead to family conflict, financial mismanagement, and even legal disputes.
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Why Even Harmonious Families Need an Estate Plan
Many families pride themselves on their harmony—gathering happily for holidays, sharing stories, and enjoying each other’s company. But when the matriarch or patriarch passes away, even the most amicable families can find themselves entangled in disputes over money and property. What seemed like a close-knit group can quickly become divided, leading to costly and emotionally draining litigation.
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Estate Planning for Unborn Children: What Parents Need to Know
Learn how estate planning for unborn children can help parents secure their wishes and protect their family's future.
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4 Tips to Help You Avoid a Will or Trust Contest
Protect your legacy with 4 tips to help you avoid a will or trust contest. Thoughtful planning can minimize legal challenges.
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5 Common Mistakes People Make When Leaving Assets to Their Pets
Planning for our fur babies is just as important as planning for our human family members. Learn about the five common mistakes people make when leaving assets to their pets and how to ensure their care after you are gone.
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