Our estate planning team shares their insights into the estate planning process and explains the many options you have in these helpful blog posts. Learn about planning for children with special needs, charitable trusts, important healthcare documents, firearms planning, and much more by reading our estate planning blog posts.
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Estate Planning in Second (or Subsequent) Marriages: How a Lifetime QTIP Trust Can HelpA lifetime QTIP trust allows a wealthier spouse in a second or subsequent marriage to provide for their spouse, maintain control over their assets, and reduce estate taxes—all while protecting family interests and future inheritances.
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The Wrong Successor Trustee Can Derail Your Final WishesChoosing the right successor trustee is vital to ensure effective trust management, family harmony, and long-term success.
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Dower Rights: An Outdated Law Still Influencing Modern Estate PlansHow centuries-old dower rights still impact estate plans today—and why modern couples shouldn't rely on outdated laws to protect their spouses.
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Have a Harmonious Family that Does Not Fight? You Still Need an Estate PlanHaving a well-drafted, up-to-date estate plan is crucial regardless of your family situation. Will or trust contests can be costly and quickly drain what you want to leave behind for your loved ones.
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4 Strategies to Prevent a Will or Trust DisputeTo prevent disputes over your will or trust, ensure professional legal assistance, transparency with family, use protective trusts for beneficiaries, and regularly update your estate plan.
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The Trust Protection Myth: A Revocable Trust Doesn't Shield Against LawsuitsA revocable living trust does not protect your assets from lawsuits, but it offers other valuable estate planning benefits.
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Warning: Your Current Asset Protection Plan Might Not Be EnoughIn many cases, your current asset protection plan may not be adequate protection for you and your family.
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Estate Planning That Expresses Who You Are: 5 Things to Talk About with Your FamilyYou intend to pass along your hard-earned money and property through your estate plan, but what about your wisdom?
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Money Isn’t the Only Thing That Matters in Estate Planning: Passing on Your Stories and Values to Future GenerationsLearn Why Money Isn't Everything with Estate Planning
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Why Joint Ownership May Not Be the Best Option for NewlywedsLearn about why Joint Ownership may not be the best choice for the recently married.