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When you have significant assets, you must do sophisticated estate planning to assure that your heirs and beneficiaries receive the bulk of your estate and that your assets remain protected. One particular tool you might want to employ is a spendthrift trust. Let’s...
You expect your loved ones to take over your estate according to the will you left behind. However, you need the right person for the job. An executor is largely responsible for administering your estate before assigning each beneficiary their portion. As such, they...
Your estate plan is designed to explain what you wish to be done with your assets once you have passed on. It also gives you the opportunity to name your beneficiaries or family members who will inherit your assets upon your passing. From time to time, it’s a good...
Naturally, estate planning does involve some tricky discussions about what happens in the event you become incapacitated, but there is also much more to it. In fact, many of the conversations around estate planning will center around life and the future, particularly...
Estate planning is important. Drafting a will can ensure that your family is secure should something happen to you. Estate planning documents can also ensure that your children are looked after by somebody you trust. You can even factor your beloved pets into the...
No one wants to think about a time when they won’t be around. However, as a responsible adult, it’s up to you to ensure you don’t create a burden for your loved ones when you die or if you become incapacitated. One of the best ways to do this is with an estate plan....
You require a will when you want to pass on your estate to those you love after you pass. This legal document details how exactly you want everything you own to be distributed. You may feel it is important to leave something behind for your spouse, children,...
You plan to be around to raise your child until they are an adult, but you also understand that unexpected things happen every day. People lose their lives in car accidents or to diseases. You don't want this to happen, but you do want some plan so that your family is...
We recently wrote a post that dealt with an individual’s life changes and different circumstances that could necessitate changes in an estate plan. However, your own life can remain virtually unchanged, but you still might need to reconsider the disbursement of your...
If you have a loved one in your family with questionable or perhaps negligent spending practices, you may feel concerned about them wasting their inheritance. You worked hard and saved to leave something behind for your family, and the last thing you want is for them...