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When you decide to create a comprehensive estate plan, there are many things to consider. One is whether to tell your loved ones about...

The death of a loved one is never easy. Regardless of your relationship with the deceased (blood relative, life partner, or close...

After a house, a car is often the second-most valuable piece of property a person owns. About 15–20 percent of new vehicles are leased...

People often engage in transactions that result in money being owed to them, such as loaning money to a friend or business partner or...

It is normal for married couples to share almost every aspect of their lives with each other. But when it comes to death, even the...

A loved one’s passing is challenging on many different levels. In addition to the emotional difficulty of processing someone’s death,...

Adding a payable-on-death (POD) or transfer-on-death (TOD) designation to an account allows the assets (money and property) in that...

One important purpose of estate planning is to facilitate the transfer of ownership of your money and property to your family and loved...

small business owners need to protect their future

Studies[1] have shown that the largest contributing factors to generational loss of wealth are a lack of communication and trust among...

An individual’s belongings—such as jewelry, furniture, photographs, and books—sometimes slip through the cracks of their estate plan....

Joint trusts are beneficial for many married couples, especially if they have a stable relationship, do not have many creditors, and do...

You have a minor child who depends on you for their survival, so you need to make sure that they will be cared for if you are ever unable...

None of us likes to think about our own death or enjoys planning for that occasion. However, if you do not create an estate plan or fail...

On February 14, 2023, California state lottery officials named the winner of the largest lottery prize in United States history: Edwin...

A will (which should be accompanied by other important documents such as healthcare and financial powers of attorney, as well as an...

Beginning your retirement is a great milestone that is worth celebrating. You have put in many years of hard work, and you are now able...

Working with an attorney to draft a trust agreement for estate planning purposes is an important step. But just getting the document...

The box office success of the 2019 murder mystery Knives Out led to franchise status, with Glass Onion, the first sequel, released in...

A deed is a legal document used to transfer real property ownership rights from one person or entity (the grantor) to another (the...