Why Your Will May Be Invalid
Will contests in the US are not uncommon. Generally, when you create a Will and designate who gets your assets, there is someone out there who might benefit from invalidating…
Will or Trust: Which is Right for You?
Having a well-organized and reliable plan that establishes who is in charge and clearly dictates how your assets are to be distributed provides both comfort and peace of mind. It…
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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…
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How to Keep Your Heirs from Blowing Their Inheritance
Spendthrift trusts may sound like you're trying to keep your kids from frittering away your legacy, but they are not just for those with spending problems. They're useful in cases…
How and Why to Name a Legal Guardian for Your Child in Florida
Joint Ownership: The Good, the Bad and the Ugly
Putting a child on your bank account can make life easier as you get older, and it can help your heirs avoid probate after you're gone. But it comes with…
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Checklist: Steps to Take After Your Spouse Dies
Feeling overwhelmed? A checklist can help you figure out where to start and tasks you may be able to put off. By: Jedediah McClure, JD The death of your spouse…
How to Perform the Duties of Executor of an Estate
Taking on the role of an executor is a significant responsibility that demands careful attention to detail and dedication. If you have been named executor in a will, you have…
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How to Plan Ahead for a Disabled Child’s Inheritance
If your child relies on Medicaid services, how can you ensure that when you die the money you leave them doesn't cause them to lose that vital support system? A…
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How Wills and Trusts Work, and Where to Start
Dealing with the death of a loved one is hard enough; estate planning can make things easier on a grieving family. By: Jedediah McClure, JD Key Points Estate Planning Importance:…