Special needs trusts to preserve needs-based public benefits.
Oct 12, 2013
Do you provide care for someone with special needs? Or want to leave a gift in your will or trust for someone on needs-based public benefits? A special needs trust can ensure that your gift benefits th...
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Choosing a Trustee
Jan 15, 2013
Many people choose to be their own trustee while they are still able and willing to do so. You should also choose at least one successor trustee, to take over when you are no longer willing or able to ...
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Nominating a Guardian of Minor Children
Jan 15, 2013
If you have minor children, you should nominate a guardian to care for them in case you are ever unable to do so. You can choose one person to both care for your child and their estate, if you plan to ...
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Nominating a Conservator
Jan 15, 2013
A conservator may be appointed by the court to care for you if the court decides that you are no longer able to care for yourself. In some cases, nominating agents under a Durable Power of Attorney for...
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Choosing an Agent under an Advanced Health Care Directive
Jan 15, 2013
Your agent or attorney-in-fact for health care is a person you appoint to make decisions regarding your health care on your behalf should you ever become unable to do so yourself. You should choose som...
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Choosing an Agent under a Durable Power of Attorney for Property
Jan 15, 2013
Your agent or attorney-in-fact for property is a person you appoint to manage your assets on your behalf should you ever become unable to do so yourself. The role is similar to that of a trustee, but f...
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Selecting an Executor
Jan 15, 2013
Your executor will be in charge of probating your estate, if applicable, paying your debts, distributing your assets, and winding up your affairs. He or she will need to be trustworthy, as well as capa...
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Probate.
Sep 27, 2012
When you die, your will is subject to probate. If you die without a will or other estate plan, all of your assets will be subject to probate. Probate is a court proceeding during which your executor, t...
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Durable Power of Attorney for Property and Finance.
Sep 27, 2012
A Durable Power of Attorney is used to designate an agent to manage your assets and make financial decisions on your behalf if you become incompetent or otherwise unable to make your own decisions. You...
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Advance Health Care Directives.
Sep 27, 2012
An Advance Health Care Directive lays out your wishes regarding life-sustaining treatment, organ donation, funeral arrangements, etc., so that your agent, family members, and doctor will be informed ab...
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