Discretionary Trusts 101

Protecting a legacy is an important consideration for many people during the estate planning process, and there are several ways to approach this goal. You’ve probably heard of revocable vs. irrevocable trusts, but you might not be aware of the benefits of setting up a discretionary trust for your loved ones. Here are the basics...
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Estate Planning Errors and How to Avoid Them

It’s tempting to put off estate planning for as long as possible—after all, no one likes to think about their loved ones going on without them. However, planning for the future is a vital part of making sure those you leave behind are cared for. Often, even people with a large amount of assets neglect...
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What You Need to Know about Trusts and Taxes

Trusts can be an incredibly helpful tool to allocate assets throughout a person’s life, as well as providing for loved ones after death. They are especially helpful for people struggling with incapacity or disability. After the person who created the trust passes on, it can protect assets in a number of ways. Creating a trust...
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Why You Should Have a Lawyer Create Your Will?

With the advent of websites dedicated to making legal documents accessible for everyone, you might be tempted to use one of these services rather than going through an estate planning lawyer. After all, if you can use Google, you can find a template for a will almost instantly. Why should you get a lawyer’s help...
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What You Need to Know about Probate and Legal Separation

Probate cases involving married couples tend to be relatively simple. In many cases, executor duties and jointly held assets pass automatically to the surviving spouse in the event of a death if one spouse dies without leaving a last will and testament. Of course, this is not the case when the parties involved are divorced,...
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