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We Want to Draft Your Legacy

What Is a Testamentary Trust?

August 10, 2021
If you are drawing up your will and want to leave money to a minor child, using a testamentary trust is one way to do so. This legal document can also be beneficial in other situations, such as if you want to leave an inheritance to someone but aren’t sure they will use the gift wisely.
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How are Seniors Partnering Up?

August 9, 2021
Fearing that a romantic attachment in later life will lead to full-time caregiving, many couples are choosing commitment without sharing a home.
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Can I Set Up a Trust for an Adult Child?

August 6, 2021
Creating a will is important for all adults, but particularly those who have dependents—including adult dependents. Adding a trust to your estate plan can provide even more guidance.
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How Do I Stop Heirs from Foolishly Wasting Inheritance?

August 5, 2021
One of the biggest concerns a trust creator might have is that the beneficiary would squander their inheritance or that the beneficiary’s creditor would attach the inheritance to cover the beneficiary’s debt.
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What Should Not Be Included in Will?

August 4, 2021
In general, a last will and testament is an easy and straightforward way to state who gets what when you die and name a guardian for your minor children.
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How Do I Stop Heirs from Foolishly Wasting Inheritance?

August 3, 2021
One of the biggest concerns a trust creator might have is that the beneficiary would squander their inheritance or that the beneficiary’s creditor would attach the inheritance to cover the beneficiary’s debt.
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What to Do with Estate Plan when Loved One Dies

August 3, 2021
The death of a family member or loved one is a tragic experience for many. While grieving, it is especially stressful because of the funeral planning and estate planning the immediate family will have to take care of.
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Can You Believe Aging Parents Grow Stubborn and They Know It?

August 2, 2021
Aging parents grow stubborn, and researchers are uncovering the reasons why.
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What Happens If You Inherit a House with a Mortgage?

August 2, 2021
If you have a mortgage, you might worry about what that means for your heirs and loved ones. Will they be able to keep your home, and who will be responsible for paying for it?
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Here’s Why You Need an Estate Plan

July 31, 2021
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
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Jupiter, FL 33458

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