12 Pieces of Financial Planning Advice for the Terminally Ill

Being diagnosed with a terminal illness is an overwhelming experience. While there are often many complex emotions that fill a person’s mind, it is important to not overlook the financial implications of such a diagnosis. Performing adequate estate planning now can make sure that a person’s assets properly pass on to their loved ones. Typically, […]

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Understanding the Relationship Between Bankruptcy and Estate Planning

Bankruptcy impacts hundreds of people in the United States each year. When bankruptcy impacts an estate plan, it can leave beneficiaries uncertain if they will ever receive their inheritance. People who have been involved with the administration of an estate where bankruptcy is involved often have many questions. The following will review some of the […]

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Estate Planning Trends You Should Consider

Following several changes to tax laws, people interested in planning for the future have begun creating estate plans that take advantage of these new regulations. There are some other new strategies that people interested in estate planning began to utilize in 2019. The following will review some of the most popular estate planning trends that […]

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10 Common Estate Planning Obstacles and How to Avoid Them

Most of us understand that estate planning is important, but there are a number of obstacles that can arise during the process and prevent it from being done successfully.  Improper estate planning can result in a person’s wishes not being carried out, which can leave surviving loved ones facing a number of challenges that a […]

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Five Estate Planning Errors to Avoid

Experienced estate planning lawyers help people navigate a number of complex issues including those involving time and money. A knowledgeable estate planning lawyer can help you avoid substantial estate planning errors that will set you and your beneficiaries back in time and money. The following are just a few of the more common pitfalls that […]

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A Woman’s Guide to Estate Planning

It is an unfortunate truth, but everyone dies. On average, men have lower life expectancies than women. In addition to living longer, women, on average, earn less than men. When it comes to estate planning, there are a number of unique considerations for women. With the correct estate planning strategies, however, it is possible to […]

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Seven Tips on Handling Passwords When Estate Planning

There have been a number of changes to estate planning in recent years. Not only has estate planning become more complex, the ways in which an executor collects information have transformed. One of the most noticeable changes is that many people now receive financial documents digitally instead of through printed documents. While these documents make […]

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Recognizing the Reasons You Might Need a Trust

Each year, a countless number of people pass away without having an adequate estate plan in place. This almost always results in that person’s estate going through probate upon his or her death. Probate is a much longer and involved process than would be required if a person had simply written an estate plan. While […]

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Strategic Estate Planning

Proper estate planning requires that you contemplate various scenarios in determining where and how your assets should be distributed. To that end, it is imperative that you attain proper guidance with respect to estate distribution so that your assets are divided up precisely as you dictate. The Oakland Wills law firm of Melanie Tavare is […]

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Trust or Will?

Should I choose a trust as the means of passing assets to my heirs? Should I use a will as the means to pass assets to my heirs? There are various factors involved in making this decision. Therefore, you should have proper legal advice from an experienced trusts and estates lawyer when making this decision. […]

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