Trusts Require Careful Decisions
Setting up a trust can be a very helpful way to put plans in place for our assets—and future care needs too. Experts remind us, however, that trusts are not a magic wand for…
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Charitable Giving: Will vs Trust?
Whether you have a little or a lot to gift to your favorite organization or cause, you can arrange to do so via either a will or a trust. Though charitable giving is possible…
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You Probably Already Started…
When you open a bank account, or participate in the company sponsored retirement plan, you most likely named a beneficiary. Good news: in essence, you’ve already begun your estate plan. Keep going with these…
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Heggstad Petitions Explained
Trusts are very useful tools in estate planning: in addition to helping us gift assets to others, they allow us to make arrangements for our own care as we age. Once a trust is…
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Make A Balance Sheet
Having details about assets—and debts—documented and handy is a great jumping off point for estate planning. With a balance sheet in hand, it’s easier to get appropriate estate planning assistance. It’s also easier to…
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Defining The Terms: Estate Planning
Among the reasons why it can feel daunting to take action and create an estate plan is the terminology. With help from experts, here are definitions of words associated with estate planning. Understanding them…
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Wills, Trusts and Digital Assets
When creating a will or trust, of course it is important to make decisions about the future of tangible assets like money and property. Attorneys now remind us that we have to consider our…
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Updating A Trust Agreement
The creation of a trust is a big lift and an increasingly important step toward arming our loved ones with a solid estate plan. Attorneys remind us that once a trust and estate plan…
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Considering a Professional Trustee
Increasingly, people are recognizing the value of establishing trusts as part of their estate plans. When it comes to designating a fiduciary to administer the trust, it is typical to turn to a close…
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