Posted on: August 25, 2025
The course stretches out around you, lush and perfectly manicured. As you enjoy this moment, it might be the perfect time to ponder the similarities between Estate Planning and Golf. You step up to the ball, take a few practice swings, and inhale the morning air. It is a shot you have made hundreds of […]
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Posted on: August 21, 2025
Imagine the following scenario: You have been living in a house for years. As your mother’s sole heir, you inherited it from her when she passed away. But in reality, you might not own what you think you own. You pay the taxes and insurance. You make the repairs and mow the lawn. You call […]
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Posted on: August 18, 2025
The bad news: When a person dies owning property in their sole name without a beneficiary, their loved ones will have to go through a court-supervised process called probate to transfer the property out of the deceased person’s name and into the name of intended beneficiaries or heirs at law. Going through probate court may […]
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Posted on: August 14, 2025
Today, many people use a revocable living trust instead of a will, joint ownership, or beneficiary designation as the foundation of their estate plan. This can help your loved ones avoid probate. When adequately prepared, a trust avoids the costly public, and often time-consuming, court processes of conservatorship or guardianship (due to incapacity) or probate […]
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Posted on: August 11, 2025
After a loved one dies, their money and property that goes through probate must be distributed to the people legally entitled to it, either according to a last will and testament (also called a will) or the state’s default distribution scheme (found in its intestacy statute). While most people want the settlement process done as […]
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Posted on: August 7, 2025
A revocable living trust can serve as a valuable estate planning tool to help ensure that your finances remain well managed if you become incapacitated (unable to manage your affairs while you are alive) and to provide future financial security for your loved ones upon your passing. However, merely signing the trust agreement does not […]
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Posted on: August 4, 2025
Most people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a private process. However, because probate involves the court system, most filings become a matter of public record. That means your nosy neighbor Nellie can simply go to the courthouse or hop online to learn all […]
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Posted on: July 31, 2025
You have just received your orders, and you will face deployment shortly. Among all the other things you need to get in order, estate planning is crucial during this time. No matter how soon you are leaving, there is still time to ensure that your affairs are in order. Review or prepare a Family Care […]
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Posted on: July 28, 2025
Strategies to Enhance Your Success Estate planning is a complex and continually evolving process. Often, affluent families are “early adopters” of the newest and best estate planning strategies. Luckily, by working with us, you can benefit from the same estate planning strategies that affluent families do, including discovering 3 estate planning secrets of the wealthy. […]
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