“Choosing a trusted estate sales professional should not be taken lightly.” Estate sales come at a time when families are at a crossroads resulting from
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Give Your Family a Strong Sense of Security
“No one wants to think about the possibility of a spouse passing away. But neglecting to prepare for that possibility makes life all the more
Consider This Strategy to Keep Your Estate From Getting Whacked
When he died in 2013 at the untimely age of 51, actor James Gandolfini bequeathed a financial disaster to his heirs. Gandolfini hadn’t properly prepared
Avoiding Common Estate Planning Mistakes
Knowing what the most common estate planning mistakes are is a great first step, but it does not do any good unless you also know
Reforming a Will Because of a Mistake
A new decision by the Supreme Court of California has interesting implications for when a will can be reformed by the court. Irving Duke created
Avoiding Escheatment
The process by which a state government claims ownership of a deceased person’s accounts who has no heirs or beneficiaries is called escheatment. It is
What To Do First When Inheriting
Even experienced financial advisors can get caught up in the complications of dealing with an inheritance. After receiving an inheritance from his mother that included
Avoid Conflict When Valuing Property Partnerships
Property partnerships end for a variety of reasons. Ideally, the ending is wanted and agreed upon, financially and emotionally enriching all parties. But when things
An Unusual Clause in Robin Williams’ Trust
Even though Robin Williams has passed away, it might still be possible to see his name, likeness or voice in movies or advertisements. However, do
Types of Assets in Wealthy Estates
Wealthy people can have all sorts of different assets. However, the majority of assets held by wealthy people when they pass away fall into a
Guardianship Abuse Is Rampant
Guardians are supposed to look after and protect the interests of their wards. Unfortunately, it has become all too common for guardians to take advantage
Affording Adoption with the Help of Tax Credits
November is National Adoption Awareness Month. If you’re considering adoption, you know that it will change your life in many ways. And you’ll need to
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Latest Posts
- The 5 Essential Documents Every Estate Plan Should Include
- Estate Planning for the Sandwich Generation: Protecting Your Parents and Your Children at the Same Time
- Leaving a Legacy: How to Pass on More Than Just Money
- Planning for Long-Term Care Without Losing Everything
- 7 Steps Executors Must Take After a Loved One Dies











