Tag Archives: estate plan

Could Your Heirs or Beneficiaries Receive a Smaller Inheritance Than You Thought?

Most people don’t look forward to the death of a loved one, but they may have thought about a possible future inheritance.

The reality is, that when someone passes, one of the first things heirs and beneficiaries want to know is the overall value of the deceased’s estate. Generally, the executor or trustee is required to...
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Buyer Beware: How to Avoid Estate Planning Scams

Imagine if you had spent thousands of dollars on an estate plan, and when the time came – that protection you put so much work into didn’t actually exist?

Unfortunately, this happens more than it should to victims of estate planning schemes. According to a report conducted by the U.S. Consumer Financial Protection Bureau of people...
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What You Need to Know About Choosing a Trustee

It's not always immediately clear who should be the person you place your literal trust in to manage your financial affairs, so here are some critical things to consider first.

When a trust is established, the trust owner must name a trustee. That person is responsible for your financial affairs which includes collecting income, paying bills...
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Do Video Wills Hold Up in Court?

In the golden age of the smartphone, you’re never far from a camera.

This has made the sharing of videos and photos easier than ever before. Easy access to a quality camera has led many people to wonder: can I make a video will? More importantly, folks are curious about whether such a “will” can hold...
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