5 Unfortunate Estate Planning Myths You Probably Believe
These all-too-common misconceptions can steer your estate plans in the wrong direction right from the start. Here’s how to overcome them and tips to build the right plan for your…
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7 Tips on Choosing the Right Executor for Your Will
It’s an important question: Who can be trusted to take care of your estate when you’re gone? When you pass away and your will is accepted for probate, your executor…
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12 Different Times When You Should Update Your Will
Some situations where you may need to change your will should be obvious to most people. But others just may surprise you. By: Jedediah McClure, JD Key Points Life Changes:…
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8 Things Not to Include in Your Will: Essential Insights for Effective Estate Planning
Introduction to Estate Planning Estate planning is an essential process that ensures your assets are distributed according to your wishes after your death. A well-crafted estate plan goes beyond a…
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A Step-by-Step Guide to Being an Estate Executor
Whether you’re planning ahead for your own heirs or have been asked to serve as an executor for someone else, it pays to understand what the role requires. The executor…
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Designing Trusts for Beneficiaries with Substance Abuse Problems
You can't just take the usual wording from a trust for a minor or a beneficiary with a disability and use it as a model. This type of trust needs…
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Estate Planning Is More Important Than You Think
By: Jedediah McClure, JD Key Points Financial Security: Estate planning protects your assets like home, investments, retirement accounts, and life insurance. Avoid Probate: Proper planning helps beneficiaries avoid the lengthy…
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Estate Planning: 3 Tips to Get Your Family Talking More Effectively
By: Jedediah McClure, JD Communication is key in estate planning, but it requires careful preparation. Here are three tips to help your family engage in more effective discussions about estate…
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You Could Accidentally Disinherit Your Children Unless You Follow This Obscure Rule
A true story: A mother with two kids put them down as the beneficiaries of her nearly $200,000 401(k) account – but when she died, they got nothing. It’s all…
Don’t Let These Common Estate Planning Excuses Stand in Your Way
The top reasons people don’t have an estate plan may sound familiar to you. Here’s what they are and what’s at stake. By: Jedediah McClure, JD We all lead busy…