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What the LGBTQIA+ Community Needs to Know About Estate Planning

What the LGBTQIA+ Community Needs to Know About Estate Planning

In order to protect your loved ones, estate planning is crucial, regardless of what your orientation may be. In the LGBTQIA+ community, estate planning can legally protect against discrimination even if others are reluctant to recognize your relationship and your…

There Are Several Reasons Why a Will Is Important

There Are Several Reasons Why a Will Is Important

Based on results of a Caring.com survey, Americans who have a will have experienced a modest increase of 2.5 percent over the last year. Overall, the percentage of those with a will continues to decline, 33 percent in 2021 versus…

An Overview of the Trustee’s Role

An Overview of the Trustee’s Role

Your estate planning journey may still be in the planning stages or you may have just begun to consider where to start. You may be wondering how your assets should be dispersed and who should be responsible for it. A…

A List of Five Essential Legal Documents

A List of Five Essential Legal Documents

It is imperative that every American has an estate plan in place if they wish to protect themselves and their loved ones. Making sound decisions regarding finances and healthcare can become challenging as you age due to diminished mental capacity…

You Can Avoid a Conservatorship With a Durable Power of Attorney

You Can Avoid a Conservatorship With a Durable Power of Attorney

Legal guardianship over an adult is known as a conservatorship. There are times when someone (or several people) can act on behalf of another. The conservator is the person(s) with the power to make decisions, and the conservatee is the…

In What Way Are Estates Administered in Court?

In What Way Are Estates Administered in Court?

During probate, judicial officials, including probate judges, process the wills of the deceased. While state probate laws may vary, the general process is quite similar across the country. Probate is the process of proving wills for decedents’. A probate judge…

An Overview of Co-Agents

An Overview of Co-Agents

Choosing which of my two children will be my legal representative when I need help paying my bills and talking to doctors is a difficult decision for me. Can’t I just name them both?  You can, but please don’t. You…

Incorporating Cryptocurrency Into Your Estate Plan

Incorporating Cryptocurrency Into Your Estate Plan

When it comes to digital assets, traditional estate planning elements are mostly obsolete. Crypto-assets may comprise significant individual wealth in the forms of cryptocurrencies like Bitcoin and noncurrency blockchain tokens. If you own any of these asset classes, addressing complex…

An Estate Plan Should Include a Family LLC

An Estate Plan Should Include a Family LLC

Limited liability companies (LLC) are legal structures that sit between partnerships and corporations. Most small business owners are aware this hybrid legal entity is beneficial for financial management, yet an LLC is also a powerful estate planning tool for much…

Children With Special Needs: Managing Their Money Over Their Lifetime

Children With Special Needs: Managing Their Money Over Their Lifetime

The estate planning of children with special needs presents a unique challenge. Optimizing your estate to use, enhance, and enrich assets for your special needs child while maintaining their enrollment in public benefits programs requires careful planning. An estate planning…

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