Estate & Financial Planning Articles
Estate Administration
What Happens If Somebody Dies With Property But No Will?

It is a common assumption between spouses that at the death of the first spouse to die, the surviving spouse will inherit all the deceased’s property.

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Estate Planning
What Exactly Is Estate Planning And When Do We Need It?

Estate planning encompasses a wide variety of subject matter, from how your assets may be titled and who is the beneficiary of your insurance to IRAs and 401(k)s, to the creation of business entities, the establishment of buy-sell agreements, the creation of trusts and gifting during your lifetime.

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Asset Protection
How Often Should I Review My Estate Planning Documents?

In a perfect world, you should review your estate planning documents every time there is a life event, such as a,

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Estate Planning
Estate Planning For Beneficiaries With Mental Illness

According to the National Alliance on Mental Illness, 19.1% (nearly 1 in 5) of U.S. adults experience mental illness annually. Historically, discussions surrounding mental illness were taboo and off-limits.

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