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A Guide to Determining Whether Probate is Needed

A Guide to Determining Whether Probate is Needed

Probate may sound complex and expensive, but it is a standard legal process that formalizes the transfer of assets from a deceased person to their beneficiaries. Whether or not you require probate depends on the type of property and how…

The Basics of Estate Planning

The Basics of Estate Planning

Planning an estate involves creating a number of documents that outline an individual’s wishes. During the process, you can name people to make financial decisions on your behalf when you are unable. You can designate beneficiaries for your assets. You…

Exactly What Situations Are Covered by a Living Will?

Exactly What Situations Are Covered by a Living Will?

The living will is a legal document that describes your medical preferences if you can’t make those decisions for yourself. Incapacity can happen for many reasons, including an accident, an illness rendering you too sick to communicate, dementia, anesthesia, a…

Understanding Taxes on Special Needs Trusts

Understanding Taxes on Special Needs Trusts

Special needs trusts are often established and funded by families caring for someone with special needs. It can provide peace of mind to improve a family member’s future quality of life without jeopardizing their eligibility for government benefits. However, families…

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