Tom

May 16, 2023

4 Ways that Retirement Impacts Your Estate Plan

Retirement can have significant implications for your estate plan. Here are four ways retirement can impact your estate plan: 1. Changes in…

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May 9, 2023

Selecting Your Fiduciaries: Five Considerations

Selecting a fiduciary is an important decision when creating an estate plan. A fiduciary is a person or institution that is appointed…

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May 2, 2023

What are the Responsibilities of a Trustee of a Living Trust?

A trustee of a living or revocable trust is responsible for managing the assets that have been placed into the trust by…

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April 25, 2023

Umbrella Insurance Coverage: Is it a Good Idea?

Umbrella insurance coverage provides an additional layer of protection beyond the limits of primary insurance policies such as home and automobile insurance….

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April 18, 2023

Estate Planning for Unmarried Couples is Imperative

Many committed couples choose not to marry. Our laws provide certain benefits to married couples that can sometimes fill the gap left…

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April 11, 2023

Choosing a Guardian for Minor Children

It is something nobody wants to think about, but every parent should: naming a guardian for your minor children in the event…

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April 4, 2023

8 Essential Responsibilities of an Executor

The decision of who you appoint as the executor of your estate is not one that should be taken lightly. While it…

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March 28, 2023

When It Comes to Estate Planning, Work with an Estate Planning Attorney

An effective estate plan brings the peace of mind that comes with planning for your family’s future. With proper planning you can…

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March 21, 2023

Your Revocable Living Trust: The Pros and Cons of Appointing a Corporate Trustee

The four key players in a revocable living trust are the trustmaker, the initial trustee, the successor trustee, and the beneficiaries. When…

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March 14, 2023

Estate Planning Goals: 7 Ways to Promote Peace and Harmony among Your Children

If you are a parent, chances are fairly high that you have stepped in as a peacekeeper for your children more than…

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