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Power of Attorney Varies by State

The law sometimes appears to contradict itself. Specifically, the words ‘anything and everything’ do not always legally mean ‘anything and everything’.
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Does Estate Administration Need to Be Supervised?

What is an unsupervised administration and why is it better than other types?
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What Assets aren't Part of Estate?

In presentations regarding essential actions individuals should take regarding inheritance, emphasis is usually placed on drafting a will. This leaves unanswered what happens to assets that do not pass by will —so called non-probate assets.
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Communication is critical in Estate Planning.

For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.
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Does Everyone Need a Living Trust?

If you’re putting together an estate plan, you have no doubt heard about the benefits of a living trust.
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Passing Down Your Family Vacation Home

These vacation homes may also comprise a significant portion of the family’s wealth. Therefore, it’s understandable that homeowners want to pass their properties and family traditions to future generations.
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No Will? What Happens Now Can Be a Horror Show

It's hard for a family to recuperate when the patriarchs and matriarchs have gone to glory, leaving a battle for who will carry the family's leadership role and manage the family's transition of wealth.
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What are My Responsibilities if I’m Named an Executor?

If a loved one asks you to be the executor of their estate, think carefully before you take on this responsibility. While you have the option of declining the request, the person reaching out likely considers you to be responsible and detail oriented. An executor of an estate typically helps file paperwork, close accounts and distribute the assets of the deceased.
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Dying Parent’s Financial Affairs Can Be Challenging

Dealing with a sick family member is a challenging and emotional time.
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Revocable or an Irrevocable Trust?

There are two main kinds of trusts: revocable and irrevocable.
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