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Who Needs a Trust Instead of a Will?
Deciding between a trust vs will requires the consideration of several personal factors. Depending on your circumstances, however, a trust offers distinct advantages. Who needs a trust instead of a will? And what are the benefits compared with a last will and...
What Is The Difference Between A Beneficiary And An Heir?
So, you're considering hiring an estate planning attorney (smart choice), but are confused by some of the terms being thrown around like "heir" and "beneficiary.” You're not alone. Understanding how an heir or beneficiary might operate upon inheriting an estate can be...
Special Needs Trust: Unlock the Secret to Your Family’s Financial Future
A Special Needs Trust is a vitally important tool for securing the future of individuals with disabilities. Sure there are social security and medicaid benefits, but when it's a family member you're responsible for, you need to ensure they will have enough money for...
What Should You Not Put In A Living Trust?
A living trust is an important instrument for estate planning. In fact, anyone who wants to avoid the probate process and maintain privacy should consider a living trust. Why? Because the probate process can take a long time and can cost a lot. This is money you will...
How To Find a Lost Trust Document
If you have lost your trust documents, it can be a very stressful situation. However, there are steps you can take to recover them. First, a quick reminder: It is vitally important to keep your original trust documents in a safe place, such as a safety deposit box or...
5 Key Reasons to Update Your Estate Plan
5 Reasons It’s Time to Update An Estate Plan Whenever life changes, it's also time to update your estate plan. A life-changing event can happen in a matter of seconds. Having a will or a trust does not guarantee that everything will go as planned, or that life events...
How To Talk To Your Parents About Estate Planning
Estate planning is an important part of life. When you plan your estate, you know exactly how your assets will be distributed when you pass. As an adult child, it can be difficult to talk to aging parents about planning for the end of life, but it's just as vital to...
What is the Difference Between Revocable and Irrevocable Trusts?
Trusts and wills are often used in estate planning to plan out the dividing of assets following a death. Individuals can use revocable trusts and irrevocable trusts when planning an estate, but what is their purpose and when should you use a revocable vs an...
Estate Planning for Blended Families
Relationships can be complex in any situation, and bringing together two families with children is rarely easy. When a family becomes blended, it means dealing with your own family relations while introducing new parenting dynamics, and a whole new group of siblings....
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