11

Mar

Committed, Protected, Prepared: Estate Planning Tips for Unmarried Partners

More couples than ever are building committed, long-term relationships without marrying. Whether by choice, circumstance, or principle, many Americans are opting out of marriage—but not out of commitment. Cultural norms around marriage have shifted dramatically in recent de...

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11

Mar

Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate

Many people focus on estate planning as a way to manage what happens after their death, but a truly comprehensive estate plan also protects you while you are alive. Planning for incapacity—the inability to manage your personal, financial, or medical affairs due to illness...

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11

Mar

Stress Test Your Estate Plan: Ensuring It Remains Effective

Creating an estate plan is a significant accomplishment. But signing the documents is just the beginning. To truly protect your legacy and provide peace of mind, your estate plan must be continually reviewed and updated. Estate plans are living tools, and they evolve as your life...

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11

Mar

Mission Accomplished: Estate Planning Essentials for Veterans

Each year around Veterans Day, we pause to honor those who have served our country. Yet, what's often overlooked are the unique challenges Veterans face once their service ends, particularly the transition from the structure and support of military life to the independence ...

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11

Mar

When Is an Estate Subject to State Death Taxes?

In addition to the federal estate tax, many states impose their own taxes at death. Understanding these state-level estate and inheritance taxes, often collectively called “death taxes,” is essential for creating a comprehensive estate plan that protects your legacy a...

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11

Mar

Estate Plans Age Too: How to Keep Yours Fresh and Effective

Your estate plan is one of the most important sets of legal tools you will ever create. It's designed to protect you, your loved ones, and everything you’ve worked hard to build. A well-crafted plan can minimize taxes and fees, keep your personal matters private, and ...

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11

Mar

The True Cost of Inheriting a Home

The United States is in the midst of the largest generational wealth transfer in history. Over the next few decades, baby boomers are expected to pass down an estimated $84 trillion in wealth1, $18 to $19 trillion of it tied to residential real estate2. For many younger Americans...

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11

Mar

How a Directed Trust Can Transform Estate Planning

The idea of one-size-fits-all no longer fits a world where people expect products and services to be tailored to their individual preferences. Customization and flexibility are expected in nearly every aspect of life, and estate planning is no exception. Traditional trusts have l...

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11

Mar

Foster Children and Estate Planning: Protecting the Ones You Call Family

A foster child may come into your life through the court system, an agency, or your own extended family. However it begins, the relationship can evolve into a deeply personal bond, making the child feel like a true member of your family. Unfortunately, the law does not always see...

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11

Mar

Whom Should You Tell About Your Estate Plan?

Creating an estate plan is often a deeply personal process. After all, how you choose to protect and pass on your money and property is your private business. While your spouse or partner may know the details (especially if you planned together), should anyone else know what&rsqu...

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11

Mar

If I Leave Someone My Home, What Do They Really Get?

For many people, their home is their most valuable asset as well as the heart of their family life-a place filled with stories, memories, and meaning. Yet when it comes to estate planning, the law views your home not as a sentimental space, but as a collection of separate p...

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11

Mar

Ancillary Probate: What It Is, When It Happens, and How to Avoid It

Many people own property in more than one state. This might include a vacation home near the coast, a rental property in a former home state, or land inherited from family members. While owning out-of-state property can be beneficial during your lifetime, it can create additional...

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