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How Does Probate Court Work?
You may have heard of probate before but may not know what it involves. In short, probate confirms whether a deceased person has
When Should You Write Your Will?
When you imagine someone writing their will, do you think about someone old and gray? That’s a common perception, but it can be
Executors, Administrators, and Beneficiaries, Oh My: Understanding Parties Involved in Wills
When you first begin writing your estate plan, it’s easy to get lost in the different terms involved. The titles for the people
How Marketability Discounts Can Improve Your Estate Plans
If you’re an entrepreneur, you’ve poured time, energy, and money into your business. It’s only natural that you’d want it to outlive you.
Planning Ahead for Residential Care
Spending time in a residential care facility after retirement is becoming increasingly common nationwide. As of 2018, 2.1% of adults over 65 used
How to Account for Required Minimum Distributions in Your Pension
Retirement funds are meant to be used. If you have an IRA or other retirement plan account, you most likely will be subject
Planning Your Estate Around a “Black Sheep” Beneficiary
Every family has a black sheep or two. They’re people you love but whose behavior doesn’t align with your own beliefs. These family
Estate Tax Exemptions to Fall 50+% in 2026
Estate tax exemptions have been high for years, but this may change soon. Current estate tax exemptions only last until the end of
11 Reasons Why You Should Review Your Estate Plan
Developing a comprehensive estate plan is one of the best things you can do for yourself, your loved ones, and your legacy. However,
What Happens to Your Estate Plan If a Beneficiary Dies?
Part of creating an estate plan is confronting the idea of mortality. However, many people focus only on their own passing and do
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