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Trusts are one of the most misunderstood aspects of estate planning. Many think their only use is for wealthy people to hide money from the IRS or their spouses. Or that they are a way for children of well-off parents to live a life of luxury without ever having to...
The family home is most people’s singular most valuable asset, so it is not surprising that it's the one that is most likely to lead to inheritance disputes. As someone making about to make their estate plan, it is crucial to be clear about what happens to the home...
If you search online, you might assume that you can tick creating an estate plan off your to-do list for the low price of an online will. Yet this would be far from the truth. The more you know about something, the more you realize that what is cheapest or appears...
For many people, retirement seems like the time to make an estate plan. They have earned the majority of the money that they're going to earn in their life, and they're stepping away from their career. This makes it a clear time to get a plan in place for the rest of...
When you create an estate plan, you make decisions that affect all your loved ones. Estate planning addresses the legal issues surrounding your death. These include how your debts are addressed, how your property is distributed, how your business continues to function...
Your mother just passed away a few weeks ago, and you and your siblings have yet to begin the painful process of cleaning out the family home. You figure there’s plenty of time. Once you finally get around to the job, you find everything gone and someone else living...
If you have an estate plan but are planning to retire in Florida, the one thing that you should be ready to do is to update that plan when you move to the state. Estate planning documents are typically valid in the state where they were created and may transfer, but...
The probate process can last months or sometimes even more than a year depending on how many assets someone has and the claims against their estate. The representative of the estate has to fulfill certain tasks during probate, such as filing a tax return and repaying...
Your estate plan is supposed to reflect your values, your hopes for your heirs and your final wishes – and that may mean leaving someone out. Who you can disinherit (and how) depends a lot on your situation. Here’s what you need to know: Can you disinherit a spouse?...
If you have never heard of the rather morbidly named practice of Swedish death cleaning, it is the practice of ridding your home of extraneous clutter and unwanted junk as you near the anticipated end of your life. Sometimes, the process begins when the person...