Vacation Plans? Precautions and Preparations to Consider
After months of near confinement in our homes, many of us are stir-crazy and eager to travel to a vacation destination. Although more states are opening up, there are several ...
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Legal Requirements to Consider When Selecting an Executor
The person you choose to be your executor (sometimes called a personal representative) will play an extremely important role, as that person will be responsible for gathering, securing, managing, and ...
HELP! This Probate Is Taking Forever!!!
After a loved one dies, their money and property must be distributed to the right people, either according to their will or the state’s default distribution scheme (found in its ...
Assisted Reproductive Technology and the Real Impact on Estate Planning
According to data provided by the Center for Disease Control (CDC), approximately 1.9% of all infants born in the United States, 81,478 in 2018, were conceived using assisted reproductive technology ...
How to Handle Savings Bonds in Estate Planning and at Death
A savings bond is defined as “a debt security issued by the U.S. Department of the Treasury to help pay for the U.S. government’s borrowing needs.” In effect, when you ...
Why Your Marital Property Agreement Should Be Shown to Your Estate Planner
It is not uncommon for couples to enter into marital property agreements stating what property is separately owned by each spouse and the property rights each spouse will have in ...
Choosing a Gift to Give to a Charity
If you are considering making a donation to a public charity, you are not limited to donating cash. Depending upon your financial situation, giving objectives, and the needs of the ...
Special Estate Planning Considerations for Art and Other Collections
Many people have collections about which they are quite passionate: The collections may be very valuable, for example, art collections, coins, stamps, or designer handbags, or they may have more ...
Things to Be Aware of When Administering a Hoarder’s Estate
Hoarding is more than just being a bit messy (or buying a six-month supply of toilet paper): it is actually a mental disorder causing some people to have difficulty discarding ...
Strategies for Your Charitable Planning
There are many reasons why you may want to give to a charity: You may give because you believe strongly in a cause or organization, but it can also reduce ...