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Estate Planning & Asset Protection, Trusts

November 14, 2019

3 Famous Pet Trust Cases and the Lessons We Can Learn from Them

Not long ago, pet trusts were thought of as little more than eccentric things that famous people did for their pets when they had too much money. These days, pet trusts are considered mainstream. For example: in May 2016, Minnesota became the 50th (and final) state to recognize pet trusts. But not every pet trust […]

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Estate Planning & Asset Protection

November 12, 2019

Estate Planning for Military Families

Although Memorial Day just passed, it is important to honor those that have served our country. This time is also a good opportunity for members of the military and their loved ones to consider setting up an – or revising an existing – estate plan. Military families need to consider special estate-planning issues that others […]

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Estate Planning & Asset Protection

November 7, 2019

Your Post-Honeymoon Legal Checklist

Your wedding is over, and the day was absolutely perfect. You went away on your honeymoon with your new spouse and had the time of your lives. Now you are back and can breathe a sigh of relief and watch the rest of the years ahead unfold before your eyes. Well, not so fast. Now […]

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Estate Planning & Asset Protection

November 6, 2019

5 Tips for Successfully Receiving an Inheritance

If you recently received an inheritance, or are expecting to receive one in the near future, it has likely triggered mixed emotions in you. You have lost a loved one and also experienced monetary gain. Studies show that a third of Americans who received an inheritance completely spent it within two years of receipt. Below […]

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Estate Planning & Asset Protection

November 5, 2019

Five Considerations When Selecting a Guardian for Your Children

There is no question that having children changes everything — and estate planning is no exception. If you and your spouse pass away or become legally incapacitated, and arrangements were never made in the event of such an emergency, your minor child or children will have to be placed with a new family. Not surprisingly, […]

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Estate Planning & Asset Protection

October 31, 2019

Not Just Death and Taxes: 5 Essential Legal Documents You Need for Incapacity Planning

Comprehensive estate planning is more than your legacy after death, avoiding probate, and saving on taxes. Good estate planning includes a plan in place to manage your affairs if you become incapacitated during your life and can no longer make decisions for yourself.   What happens without an incapacity plan? Without a comprehensive incapacity plan […]

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Estate Planning & Asset Protection, Trusts, Wills

October 29, 2019

Wills vs. Trusts: A Quick & Simple Reference Guide

Confused about the differences between wills and trusts?  If so, you’re not alone. While it’s always wise to contact experts like us, it’s also important to understand the basics. Here’s a quick and simple reference guide: What Revocable Living Trusts Can Do – That Wills Can’t Avoid a conservatorship and guardianship. A revocable living trust […]

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October 24, 2019

Tips for Working with a Law Firm Get the Most Out of Your Work with Your Lawyer

When you hire an attorney for estate planning, help with a loved one’s estate, or any other legal matter you want to make sure that the work gets done as quickly as possible and at the best possible value.  Here are some tips to have the most useful and value-oriented law firm experience. Get to […]

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October 22, 2019

How a Community Property Trust Could Save You From Heavy Taxation Down the Road

When it comes to your family’s legacy, every dollar you can save from tax collection counts. One way to keep your assets out of the hands of the IRS is the formation of community property trusts.  How does a community property trust (CPT) work?  CPTs save you money on taxes by adjusting or “stepping up” […]

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Estate Planning & Asset Protection

October 17, 2019

Do you really need a will?

Most Americans do not have a simple will as part of their estate plan. You might believe that a will is only for the rich and famous, and not the average person who has a far smaller net worth. On the other hand, you may think that a will is entirely unnecessary since you have […]

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