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Take Your Power Back from COVID-19: Estate Planning Steps to Protect Yourself and Your Loved Ones
Scenario #1 - The blended family Facts: Al (age 72) and Lois (age 65) are a newly married couple seeking estate planning advice. Both were married previously and prepared individual estate plans over 20 years ago. Their plans are outdated and therefore need updating....
To Halve or to Hold? Joint vs. Separate Trust Planning for Married Couples
Revocable living trusts are an increasingly popular estate planning tool for married couples. They can be extremely useful for incapacity planning, probate avoidance (including the ability to avoid probate in other states so long as real estate in another state has...
How to Protect Your Estate From Unhappy Relatives
Having an updated last will and testament is more important than ever, especially now. However, a will that is poorly created or not frequently updated can be vulnerable to contestation. What is contestation? It is the formal objection to a will’s (or trust’s)...