Estate PlanninG
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Blog Posts in January, 2024

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  • Is a Testamentary Trust Right for My Estate Plan?
    Is a Testamentary Trust Right for My Estate Plan?

    You have several different options when it comes to creating the right estate plan. Some people believe that a revocable living trust is the best way to go, while others think that a last will and ...

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  • Is a Survivor’s Trust Right for My Estate Plan?
    Is a Survivor’s Trust Right for My Estate Plan?

    Many married couples share almost everything, including finances. This may be reflected in their estate plan by using one joint living trust instead of two separate trusts. Separate trusts can provide ...

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  • What Do I Do if I Suspect My Inheritance Includes Stolen Items or Money?
    What Do I Do if I Suspect My Inheritance Includes Stolen Items or Money?

    Your family member went through a meticulous estate planning process to organize and distribute money and property for the benefit of their loved ones, including you. But you may suspect that some of ...

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  • What Is the Last Surviving Spouse Rule?
    What Is the Last Surviving Spouse Rule?

    Estate planning can be a significant part of successful financial management, especially for married couples. One key consideration is minimizing estate taxes, which can substantially affect the ...

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