Posts Categorized: Wills and Trusts

Basic Documents for Incapacity Planning

If you have not included an incapacity arrangement in your estate plan you should do so immediately. Every person needs an incapacity plan to care for their financial assets and medical needs in the event...

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The Duties of an Estate Executor

Have you been named as an executor for a loved one’s estate? As an executor your job is to organize and settle the affairs of your family member. Whether you have been named by a...

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What Goes In A Living Trust?

You’ve probably heard all the buzz about the benefits of a Living Trust, but you may be wondering how it actually works. A Living Trust is a separate legal entity that takes ownership of whatever...

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What is a Life Insurance Trust?

Instead of your spouse or partner being named as the beneficiary of your life insurance policy, you may choose to transfer the policy proceeds into a irrevocable life insurance trust account and name your partner...

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Is Your Estate Plan Valid?

Even though you have your estate plan in place, it could still face legal problems if any part is deemed invalid. What you thought was a perfectly sound estate plan could turn into a probate...

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How To Contest A Will

While contesting a Will isn’t overly complicated, there are some rules you have to follow. First and foremost, you must have legal standing to challenge the contents of the Will. What this means is that...

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Avoid Probate With A Living Trust

While probate is a common occurrence, most people would prefer to avoid that particular experience. Probate can be expensive, time-consuming and emotionally draining. And considering that probate occurs after you’ve lost a loved one, the...

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