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We Want to Draft Your Legacy

How Can a Blended Family Use Estate Planning to Protect All of the Siblings?

January 15, 2021
No matter how solid the relationships might be, it is important for parents to be aware how blended families can create unique estate planning issues.
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What You Should Never, Ever, Include in Your Will

January 14, 2021
A last will and testament is a straightforward estate planning tool, used to determine the beneficiaries of your assets when you die, and, if you have minor children, nominating a guardian who will raise your children. Wills can be very specific but can’t enforce all of your wishes. For example, if you want to leave…
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Estate Planning Is Best When Personalized

January 13, 2021
When something is tailored to one’s needs, everything can go smoother.
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How Can I Easily Pass My Home to My Only Child?

January 12, 2021
I am a single retired parent to an adult daughter, who is an only child. The home I currently reside for the last 26 years still has a mortgage and the deed is in my name only. I have a will that states everything is left to my daughter, and then to my grandson, if she proceeds me in death. Should my daughter be added to the deed?
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Should I Consider a ‘Life Settlement’?

January 11, 2021
A growing number of seniors are facing challenges to achieving financial security in retirement. From rising healthcare costs to the economic turmoil caused by Covid-19, financial stressors are leading even those who thought they saved enough for retirement to look for ways to bolster their income and savings.
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How Can Estate Planning Address the Troubled Child?

January 8, 2021
Every family has one–or maybe more–black sheep. They’re people who march to their own drum and handing them an inheritance could be problematic.
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How to Use Joint Accounts and Beneficiary Designations

January 7, 2021
We need to make sure your legal toolbox has the right tools for the job and that you understand how each of them work, just like an owner’s manual.
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Revocable Trusts Make Sense Even When You Aren’t a Billionaire

January 6, 2021
Done right by a lawyer, your heirs can avoid the expense and time of probating your will and may save on estate taxes, while easing the administration of your affairs while alive and after you have gone.
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Zappos CEO had No Will and That Is a Mistake

January 5, 2021
If you pass away without a will, a state court generally decides who gets your assets and, if you have children, who will care for them.
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How to Organize Digital Assets

January 4, 2021
You must now make sure that your loved ones have access to your digital assets should you die.
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