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Executor, Trustee, Agent, Guardian: Choosing the Right People
An estate plan is a set of instructions, but it is also a set of [...]
The Probate Shortcuts That Backfire
Somebody at a dinner party, or a teller at a bank, or a well-meaning brother-in-law [...]
What Most Estate Plans Forget: Digital Accounts, Pets, and the Conversation
A well-drafted plan can still leave a family stuck. Not because the documents were wrong, [...]
When Your Estate Has Moving Parts: Business Owners and Out-of-State Property
Most estate plans handle a house, some accounts and a few personal items. Two assets [...]
Estate Planning for Blended Families and Second Marriages
If you have remarried, your estate plan deserves a careful second look. Not because anyone [...]
A Parent’s Guide to Estate Planning: Guardians, the 18th Birthday, and Leaving Money to Children
Parents put off estate planning more than anyone, and for an understandable reason. The decisions [...]
Five Mistakes That Quietly Undo an Estate Plan
The plans that cause families the most trouble usually aren’t missing. They exist. They were [...]
Will or Trust? And What Probate Actually Involves
“Do I need a will or a trust?” is the question we hear most, and [...]
Estate Planning 101: The Four Documents Every Adult Should Have
Most people who walk into our office have been meaning to do this for years. [...]
The Hidden Effects of Probate (And How to Avoid Them)
When most people think about estate planning, they think about who gets what. But one [...]