Probate is notoriously confusing. Small estate affidavits, formal vs. simple administration, executors & executrixes— there’s more than enough jargon to make your head spin. We get it, and that’s why we made a probate guide that actually tells you what you need to know without assuming anything. You’ll walk away with a tangible timeline, actionable next steps and real clarity on what probate actually means for you and your family.
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Planning for the future and managing your assets doesn't have to be complicated. Trust decanting is a strategy that is gaining traction as a savvy way to keep estate plans in line with changing laws, personal circumstances, or financial goals, all without the hassle of court proceedings.
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A guide to disclaiming an inheritance, examining the reasons why a beneficiary might choose to disclaim an inheritance and the benefits and consequences of the choice
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Navigating the world of trusts can be a complex journey, filled with legal nuances and financial implications that are often overlooked. Whether you’re already familiar with trusts and just looking for a refresher or are learning about trusts for the first time, here are 11 important insights that every trust beneficiary should know.
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Codicils provide a means of making minor changes to a last will without having to create an entirely new document. Let's explore the benefits, legal requirements and other FAQ's about codicils used in estate planning.
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While a Health Savings Account can be a helpful investment tool, it’s important to consider where HSA funds will go when the account owner passes away.
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Intestate succession, or the distribution of assets when a person dies without a will, can add a layer of complication and stress to the probate process.
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