Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved – Part 2

If a friend or family member has asked you to serve as trustee for their trust upon their death, you should feel honored—this means they consider you among

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Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved – Part 1

If a friend or family member has asked you to serve as trustee for their trust upon their death, you should feel honored—this means they consider you among

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The Key Differences Between Wills and Trusts

What are the key differences between wills and trusts? When discussing estate planning, a will is what most people think of first. Indeed, wills have been the most

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Estate Planning Best Practices Gleaned From Famous Celebrity Deaths

We can all learn a lot from celebrity estate planning mistakes. Discussing death can be awkward, and many people would prefer just to ignore estate planning all together.

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Common Estate Planning Issues You Must Navigate When Contemplating a Second (or More) Marriage

These days, second and even third marriages are fairly commonplace. And the estate planning issues that arise from multiple marriages can be highly complex and confusing. So, how

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How Will The New Tax Law Effect Your Family

President Trump signed the new Tax Cuts and Jobs Act bill into law on December 22, 2017, and the law includes a number of historic changes to the

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Ready to Write Your Will? Consider This Before You Go It Alone or Online.

A last will and testament is the most commonly thought of document when it comes to an estate plan. But, really, it’s a very small part of an

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Easy Mistakes to Avoid When Passing Assets to Your Child

Setting up a trust fund for your children can ensure that the money you are leaving behind for them is taken care for them, in the way that

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Is California’s New Transfer on Death Deed a Safe Alternative to a Living Trust?

Is California's New Transfer on Death Deed a Safe Alternative to a Living Trust? Perhaps you’ve heard from a well-meaning friend or advisor that you can use an

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Could an Out of Date Will Leave You Facing Eviction?

Could an Out of Date Will Leave You Facing Eviction? It’s all too common, but unfortunately the way some lawyers handle their clients’ estate plans create more problems

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