Losing a loved one can be incredibly difficult, both emotionally and logistically. Here is the definitive guide and checklist outlining all of the important things that need to be considered following the loss of a loved one in 2025.
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Per Stirpes refers to when a deceased beneficiary's share is split between their heirs, and Per Capita refers to that split going to the remaining beneficiaries instead.
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Not probating a will can bring a whole host of legal headaches, and it's best to appoint someone who will get the job done if you can't.
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Yes, a trustee can also be a beneficiary, but that's far from the full story you need to know. Here's some good advice & a few resources.
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A trustor is someone who creates a trust, and a trustee is the person in charge of following the trust's instructions. There's a bit more nuance than that, though.
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Can you avoid probate? Should you avoid probate? We've got the insider answers & advice that you usually have to pay a lawyer for.
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Executor and trustees are often talked about in the same financial conversations, but what are the specific differences between the two?
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