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Estate Planning Includes More Than a Will

What Does the Executor of an Estate Do?

The term ‘estate planning’ conjures specific ideas about leaving assets to heirs, fighting over Mom’s jewelry and lengthy entanglements with the probate court.

Should Your Estate Plan Include a Family Trust?

What Is a Living Trust?

Unless you’re a member of the Addams family, thinking about death probably isn’t your favorite afternoon activity. However, not thinking about it can cause even more pain when death ultimately does come knocking.

Why Can’t Rock Stars Retire?

Why Can’t Rock Stars Retire?

With his Farewell Yellow Brick Road tour, Elton John confirmed his latest plans for retirement. The final show of the tour in July 2023 will be his last. However, deja vu suggests this might not be the last we see of Elton.

What Happens When There’s No Will?

What Does the Executor of an Estate Do?

Dying intestate can have unintended consequences for pretty much every family type. However, it is especially painful if there are unmarried partners or stepchildren, who are left out under the law in almost every scenario.

How Does a Spousal Lifetime Access Trust Work?

Why Consider a Prenup before Your Wedding?

Different people have different needs, and for most people, starting with basic legal documents, such as a will and power of attorney, are a great place to start and can make a big difference.

What to Do When a Spouse Dies

Spouse Dying

Unfortunately, during the grieving process surviving spouses also need to navigate the complex financial issues that arise after the death of their partner.