Tag Archives: estate law

My Loved One Has Died – What Do I Do Now?

When a family member or other loved one dies, grief and shock can sometimes be overwhelming.

The last thing most people want to think about is making phone calls or funeral arrangements. Some things do not need to be done immediately, but there are some steps that should be taken soon after the loss of your...
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What If No One Wants My Belongings?

A critical question to ask yourself when creating an estate plan is who will get your personal belongings when you pass on?

While most people think about who they would like to receive the major items—homes, retirement accounts, savings—personal property such as jewelry, clothing, sports equipment, vehicles, and other possessions are often overlooked. The truth is...
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Severing Joint Ownership of Property: What You Need to Know

One of the most common forms of property ownership in the United States is joint tenancy with rights of survivorship (JTWROS or joint tenancy).

But what is joint tenancy? Joint tenancy is a legal right to property that provides the owner an undivided right to the enjoyment of the property. In other words, one joint tenant...
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What Is a Medallion Signature Guarantee, and Do I Need One?

Upon seeing the words medallion signature guarantee (MSG), you may envision some shiny grand medallion, signifying a level of greatness few attain.

However, that is far from what this guarantee means. An MSG is a unique tool used to protect the transfer of certain accounts and property from fraudulent transfers and is often required during the...
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