What’s the Difference between Probate Assets and Non-Probate Assets?
February 9, 2022
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Non-probate assets are those assets which do not go into an estate when the owner dies.
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Should I Place My Home in a Trust?
February 4, 2022
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Part of being a responsible homeowner is having a proper estate plan in place. After all, considering the home is generally the largest asset most people own, it’s prudent to ensure this asset is passed to the people you wish to leave it to.
Does a TOD Supersede a Trust?
January 5, 2022
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Both help you pass down assets, while avoiding the time and expense of probate. However, one has much more flexibility than the other.
What are the Responsibilities of an Executor?
December 20, 2021
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The relationship is a trustee relationship. In other words, the executor is responsible for properly processing the property for all involved. Administrators do much the same, except that the ‘will’ conditions for distribution are set by the state.
Do You Need an Estate Plan or Will?
December 8, 2021
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Have you thought about how you’d like your family to continue after you’re gone? Having an estate plan isn’t just for the ultra-wealthy.
What Do I Need in My Estate Plan?
November 12, 2021
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An effective estate plan uses a collection of documents and teamwork to protect one’s assets and personal property. An effective estate plan also explains and carries intentions of how to pass control down to successors in the event of your absence.
Some of Most Famous (or Infamous) Estate Planning Mistakes
November 10, 2021
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If you do not learn from your mistakes, you are doomed to repeat them. In Estate Planning, if you do not learn from other’s mistakes, you are likely to repeat them.
What You Need to Know about Probate
September 9, 2021
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A will is a legal document that spells out the distribution of your assets and how your children will be cared for at your death. Probate is a process used to prove a decedent’s will is valid and to supervise the handling of their estate.
What Exactly Is a Trust?
September 1, 2021
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A trust is a legal vehicle that allows a third party, a trustee, to hold and direct assets in a trust fund on behalf of a beneficiary. A trust greatly expands your options when it comes to managing your assets, whether you’re trying to shield your wealth from taxes or pass it on to your children.
Importance of Estate Planning for Couples without Children
August 30, 2021
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In fact, many couples with no children mistakenly believe that they are less likely to need a last will and testament than couples with children.
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