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We Want to Draft Your Legacy

How Should I Handle an Inheritance?

January 28, 2022
Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you're prepared for that inheritance.
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What are the Negatives of Investing in Cryptocurrency?

January 27, 2022
What happens when all of a corpse's money is in his cold wallet?
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What Power Does an Executor Have?

January 26, 2022
If a loved one asks you to be the executor of their estate, think carefully before you take on this responsibility.
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What Is Considered an Asset in an Estate?

January 25, 2022
This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.
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How Should I Plan to Sell My Business?

January 24, 2022
According to the Exit Planning Institute of Ohio, recent studies show that over 60% of the current U.S. business market is owned by baby boomers (those born between 1946 and 1964), who are ready to exit or transition their business over the next 10 years.
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What are the Pros and Cons of Using a Registry to Find a Caregiver for Parents?

January 21, 2022
Some local governments have publicly available registries of certified home care workers in the area, along with contact information.
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What Planning Should I Do in My 50s?

January 20, 2022
If you are one of the many people who start getting serious about their finances as they reach their 50s, enjoy this guide for your next steps.
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Should My Trust Name a Corporate Trustee?

January 19, 2022
Revocable Living Trusts have become a widely used estate planning document, providing a path to managing assets, avoiding probate and gaining privacy at the settlement of an estate.
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Why Should I Name a Beneficiary?

January 18, 2022
Lewis established an irrevocable trust, in which he named ‘his son’s spouse’ as a beneficiary. At the time Clark, the son, was married to Vivian.
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What Happens If a Trust Is Invalid?

January 18, 2022
This case should be required reading for any person who has an interest in an entity or a trust.
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