Religious Restrictions in Estate Plans
May 26, 2016
It remains a highly controversial topic whether a court should enforce a testator's religious restrictions in an estate plan. The following is a brief overview of the pitfalls of making such restricti...
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Probate Avoidance through Lifetime Gifts
Dec 23, 2014
Lifetime giving seems so simple that people sometimes overlook it when making an estate plan. All the term means is giving some of your property away to your family (or anyone else) while you are sti...
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Avoid Probate with Life Insurance
Dec 23, 2014
This guide will describe life insurance, one of the oldest, most flexible, and widely-used estate planning tools. Life Insurance Basics Think of a life insurance policy as a well-tailored plan to make...
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Tips for Meeting an Estate Planning Attorney
Dec 23, 2014
The following are some basic tips for preparing to meet with your estate planning attorney. Prepare Ahead First, obtain detailed written information about everyone you expect to name in your estate pl...
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Digital Estate Planning
Dec 23, 2014
One of the hottest topics in estate planning right now is "digital estate planning," which involves managing your online legacy after your death. In this post, I will focus on three topics: 1) Inven...
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Spendthrift Trusts
Dec 23, 2014
If you have a son who is in severe financial trouble, an outright inheritance may simply be consumed in bankruptcy proceedings and end up in the hands of creditors. Perhaps you have a daughter recove...
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Incentive Trusts
Dec 23, 2014
Virtually all parents have at some point worried about their children's future choices in life, whether they be educational, career-related, or moral. This article will describe how some parents use...
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Document your Wishes for End-of-Life Care
Dec 10, 2014
Planning ahead for your incapacitation can be one of the greatest gifts you provide to your loved ones. The consequences of failing to do so can be devastating. The Importance of Planning When a fami...
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Use your Birthday as an Annual Estate Planning Reminder
Dec 10, 2014
Avoid forgetting to make important estate planning updates by setting an easy annual reminder. Review your Plan Review your estate plan after every major life change, such as a birth, death, or disab...
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Hiring an Estate Planning Attorney
Dec 10, 2014
This is a brief summary of the process for hiring an estate planning attorney. The Importance a Well-Drafted Estate Plan The benefits of a complete estate plan (and the consequences of failing to make...
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