Have you heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act? If not, this was bill signed into law in late December 2019 that included various reforms for how Americans could save for retirement. S...
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Year: 2021
What Happens to My Assets If I Don’t Have an Estate Plan?
Who Inherits if There is No Beneficiary in Place? If a person passes away without a valid estate plan, then their assets must first pass through probate before they can be transferred to the people who will inherit them. When ...
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What Couples Should Discuss When Creating an Estate Plan
Although estate planning seems like a daunting task for many couples, it doesn’t have to be if they take the time to plan for the future and ask the right questions. If you and your significant other want to make sure that yo...
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How to Avoid Probate: FAQs
After someone passes, their estate must usually go through the probate process, so that assets can be distributed and debts can be paid off according to the wishes of the deceased. The probate process can be time-consuming, co...
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A Step-by-Step Checklist for Estate Planning
Do you want to draft a comprehensive estate plan to protect your future and legacy but aren’t sure where to start? Then keep reading to learn which important estate planning tools you need to make sure your property is tran...
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What Should Be Included in Estate Planning?
While there is a wide range of legal tools that you can include in your estate plan to protect your hard-earned wealth and assets, the following are essential if your goal is to pass a lasting legacy onto the next generation. T...
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How to Interview an Estate Planning Attorney
Your plans for the future are a big deal – so much so that you shouldn’t trust just anyone to prepare them for you. When it comes to most legal matters, the synergy between a client and an attorney typically has little bear...
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Don’t Think You’re Wealthy? You Still Need an Estate Plan.
If you don’t have an estate plan in place, have you ever stopped to ask yourself why? If you’re one of the millions of Americans who think an estate plan is only useful if you’re wealthy, you’ve unfortunately fallen f...
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What Is the Difference between a Will & a Trust?
If you’re thinking about the future and want to put the best possible plan in place to protect your loved ones, it’s crucial to understand the differences between a will and a trust. In short, a trust allows for more flexib...
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