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The Probate Process: An Overview

Are you familiar with the probate process? As a fundamental definition, probate court is the legal process of validating a person's will and ensuring an executor handles the decedent's assets, debts, and final tax filings by law and according to…

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What Does a Will Do and Why Do You Need One?

The number of Americans with a will has had a minimal increase of only 2.5 percent over the past year, according to a Caring.com wills survey. Overall, the percentage of those with a will continues to decline, 33 percent in…

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Estate Planning for Parents of Special Needs Children

Children with a wide variety of special needs (disabilities) can live more productive lives than ever before with today's medicine and health care advancements. Many scientists regard the term special needs as a euphemism for disability. Yet, the difference between…

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What All Your Will Is Capable Of

What is a Will? A will is a legally binding directive stating who will receive your property upon your death and is an important part of a comprehensive estate plan. If you die without one (intestate), the state will distribute…

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Undue Influence Over a Will-Maker

Targeted attacks on vulnerable older people to exert what attorneys deem "undue influence" constitutes elder abuse. It disrupts the older persons' impulse to provide for loved ones and instead leaves assets to the manipulator. Often, family members do not find…

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The Probate Process

After an asset-holder dies, the court will appoint a valid will's executor to administer the probate process. Probate is the legal process for authenticating a deceased person's will, reviewing their assets, paying their outstanding debts and taxes, and distributing what…

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Is Your Financial Information In Order?

Before you are no longer capable, preparing and organizing your financial information can bring you peace of mind and relieve the stress of your loved ones. It will ensure proper management of your financial situation and afford control over your…

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Don’t Use Do-It-Yourself Estate Plans

Something we hear all the time: “Can’t I just grab a will off the internet, do a transfer-on-death deed for my land, put my kids on my bank account, and be done with my estate plan?”   It’s just not…

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Pandemics and Your Estate Plan

The World Health Organization (WHO) gave name to the disease-causing the 2019 novel coronavirus outbreak on February 11, 2020. The coronavirus disease 2019 shortly after became known by its abbreviation, CO for corona, VI for virus, D for disease, and…

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Legal Documents for Jim and Sandy (Part 2)

In our previous blog, we met Jim and Sandy. Now they are age 65 and reviewed their need for age-appropriate health care and decision-making documents.  We left off with the question, “How can Jim and Sandy take steps to prevent…

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