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3 Tips for Overwhelmed Personal Representatives (aka Executors)
While it is an honor to be named as Personal Representative (PR) of a will or estate, it can also be a sobering and daunting...
3 Famous Pet Trust Cases and the Lessons We Can Learn from Them
Not long ago, pet trusts were thought of as little more than eccentric things that famous people did for their pets when they had too...
5 Things Every New Parent Needs to Know About Wills
As a new parent, you naturally want to ensure your new baby’s future in every way. For many new parents, infancy is a time for...
3 Celebrity Probate Disasters and Tragic Lessons
With extreme wealth accumulated, one would assume that celebrities would take steps to protect their estates. But think again: Some of...
Better to Play it Safe: Proactive Estate Planning and Cognitive Impairment
Most financially savvy individuals begin planning their estate when they’re in peak mental shape. The idea that this might change at some...
Did you include your grandkids in your will? 5 Tips to Avoid Common Problems
As we build wealth, we naturally desire to pass that financial stability to our offspring. With the grandkids, especially, we often share...
Don’t Leave Your Trust Unguarded: 6 Key Ways a Trust Protector Can Help You
Trust protectors are a fairly new and commonly used protection in the United States. In short, a trust protector is someone who serves as...
Do It Now: Name a Guardian for Your Minor Child(ren)
We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing and too horrific to...
How to Build Freedom From Court Interference Into Your Estate Plan
It’s clear why you might want to avoid court involvement in your estate for financial reasons, knowing that probate can quickly get...
Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests
One misconception people have about life insurance is that naming beneficiaries is all you have to do to ensure the benefits of life...
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