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Avoiding Common Estate Planning Mistakes

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

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Reforming a Will Because of a Mistake

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

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Avoiding Escheatment

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

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What To Do First When Inheriting

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

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Avoid Conflict When Valuing Property Partnerships

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

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An Unusual Clause in Robin Williams’ Trust

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

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Types of Assets in Wealthy Estates

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

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Guardianship Abuse Is Rampant

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

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Affording Adoption with the Help of Tax Credits

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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Plan to Talk Estate Planning Over the Holiday Meal

Plan to Talk Estate Planning Over the Holiday Meal

With Thanksgiving and the winter holidays coming up, there are at least two prime opportunities to get families all under one roof and talking. Estate

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Review Your Old Trusts

Review Your Old Trusts

Estate laws change regularly, which means that estate planning methods that were once a great idea are no longer advisable for many people. One example

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Alternatives to Joint Tenancy

Alternatives to Joint Tenancy

When two people own property in common, they often title it in joint tenancy. This is especially true for married couples. However, there might be

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