When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.
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Your Trustee Passed Away – Now What?When a trustee passes away or is incapacitated, a successor trustee steps in. Discover the essential duties, responsibilities & guidance for successor trustees.
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Charitable Gifts: It’s All in the Delivery … At Least for Tax PurposesWith the holiday season in full swing, 'tis the season to review date of delivery rules for charitable gifts, which determine ... Charitable Gifting
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James Brown’s Companion Challenges Estate, Claims to Be Brown’s WifeIn 2007, Hynie contested the will, claiming to be Brown's wife and entitled to a spousal share of his estate. Under a ... Will
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Supposed Billionaire Dies Penniless: Irony or Foul Play?Probate records reveal that he died without a will and left an estate valued at 'nil' in England and Wales. It is not known ... Estate Planning
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Tax Law Changes Should Prompt Estate Plan ReviewsThere have been recent changes to tax laws that create the need for married couples to review their wills, especially ... Estate Planning
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Protect Your Estate Plan through Document StorageHow important is it to preserve one's original estate planning documents? Where should one keep these documents? If you've ... Estate Planning
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Blended Family? Ways to Avoid ConflictIn unions of those who marry twice, about 65 percent include children from prior marriages, according to the National ... Blended Family
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Sorry, You Can’t Disinherit Your Spouse!In general, the concept of testamentary freedom makes a person free to dispose of their property as they see fit when they ... Estate Planning
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Can I Really Lose Control of My Estate?very decision you make, whether personal, financial, or legal, should be designed to maximize your control over your ... Estate Planning
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Will Changes May Lead to Hurt FeelingsI have four sisters and brothers, and three have taken out loans against their share of any inheritance - significant loans, ... Estate Planning
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Passing on a Family Business? Plan Wisely to Avoid Family DramaIt's a high-stakes multi-million-dollar sibling rivalry that reads like a Hollywood movie script and is playing out in a ... Estate Planning
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Suspected Misuse of Trust Lands Executor in the CourtChildren of billionaire Richard Mellon Scaife accuse the executor of misusing a $210M family trust. Learn how clear trust terms can prevent disputes.
