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Want to Disinherit Someone? This Is What You Need to Know
Disinheritance—the intentional exclusion of a family member, usually a child or spouse, from receiving part of your estate after your...

Tom c/o Wealth Counsel
Jun 278 min read
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Your Divorce Decree: The First Step in Estate Planning
When you meet with the estate planning attorney, it is crucial that you bring all necessary documents, including a copy of your divorce decree.

Tom c/o Wealth Counsel
Jun 135 min read
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Dower Rights: A Relic of the Past Still Affecting Estate Plans
From laws against selling doughnuts on Sundays to ordinances that prohibit tying a giraffe to a telephone pole, the annals of American...

Tom c/o Wealth Counsel
May 236 min read
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The Wrong Successor Trustee Can Derail Your Final Wishes
Many estate plans contain revocable living trusts  that will become irrevocable (cannot be easily changed or terminated) when the...

Tom c/o Wealth Counsel
May 23 min read
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4 Tips to Avoid a Will or Trust Contest
Fighting over provisions in your will or trust can derail your final wishes, rapidly deplete your financial legacy, and tear your loved...

Tom c/o Wealth Counsel
Apr 183 min read
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Should I Buy a Home with Someone Other than a Spouse?
Rising housing costs, the desire for companionship, and the need to share resources are increasingly leading buyers to consider co-owning...

Tom c/o Wealth Counsel
Mar 216 min read
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Planning for the Unthinkable: Essential Tools for Parents of Minor Children
Approximately three-fourths of Americans do not have a basic will. [1] Â Many of the same people also have children under the age of 18,...

Tom c/o Wealth Counsel
Mar 77 min read
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5 Things to Talk About with Your Family
You intend to pass along your hard-earned money and property through your estate plan, but what about your wisdom? Ensuring that you...

Tom c/o Wealth Counsel
Feb 213 min read
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Handling a Loved One’s Debts After They Die
Americans are, quite literally, getting buried in debt, with nearly half expecting to pass away with outstanding debts. [1] As a general...

Tom c/o Wealth Counsel
Jan 106 min read
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Kids Going Away to College?
Why You Should Include Estate Planning in the Preparation You have likely been preparing for a long time to get your college student off...

Tom c/o Wealth Counsel
Dec 13, 20243 min read
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Have You Checked Your Beneficiary Designations Lately?
You regularly check the balances of your retirement, bank, and investment accounts. But when was the last time you checked the...

Tom c/o Wealth Counsel
Nov 27, 20246 min read
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Caution: Using a DIY Deed to Avoid Probate Can Lead to Unintended Consequences
Deeds are legal documents that must comply with state law to be valid.

Tom c/o Wealth Counsel
Nov 15, 20243 min read
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Left Out of Your Parent’s Estate Plan?
Research shows a growing disconnect between how much children expect to receive and how much their parents plan on leaving them

Tom c/o Wealth Counsel
Oct 18, 20246 min read
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How to Choose the Initial Trustee of Your Trust
When you establish a trust, you nominate someone to be the trustee. If you are creating a revocable living trust, you will likely be the...

Tom c/o Wealth Counsel
Oct 4, 20244 min read
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The Perils of Joint Property
Joint ownership has the potential to cause disastrous unintended consequences and complications you did not intend.

Tom c/o Wealth Counsel
Sep 20, 20244 min read
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Won’t My Spouse and Kids Inherit Everything When I Die?
You may think that if you die while you are married, everything you own will automatically go to your spouse and children. But you are...

Tom c/o Wealth Counsel
Sep 12, 20244 min read
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What Conditions Can I Put on My Child’s Inheritance?
You have two primary options for leaving an inheritance to a child. The most straightforward is to give it to them in a single lump sum,...

Tom c/o Wealth Counsel
Aug 23, 20244 min read
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Estate Planning Is About Knowing Your Priorities
Thinking about the world and how our loved ones will fare after we pass away can be very difficult. Although we all know that we will...

Tom c/o Wealth Counsel
Jul 26, 20245 min read
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Planning for an Addicted Loved One
It has been said that the only thing harder than being an addict is loving one. It can be particularly difficult for a parent to bring a...

Tom c/o Wealth Counsel
Jul 12, 20246 min read
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What Is Next for Your Estate Plan?
Having an estate plan is a great way to ensure you and your loved ones are protected today and in the future. When creating an estate...

Tom c/o Wealth Counsel
Jun 14, 20243 min read
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