Tag Archives: estate planning and trust administration

3 Simple Ways to Avoid Probate Costs

The bad news: When a deceased person’s estate (which is simply a term referring to all of their money and property) has to go through probate (the court-supervised process of distributing a deceased person’s money and property), it can be subject to a variety of costs stemming from attorneys, executors, appraisers, accountants, courts, and state...
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Why Your Marital Agreement Should Be a Part of Your Estate Plan

It is not uncommon for couples to enter into marital agreements stating what property is separately owned by each spouse and the property rights each spouse will have in the event of separation, divorce, or death.

They are most common when one or both of the spouses is wealthy, owns a family business, or expects a...
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COVID-19: Estate Planning Steps to Protect Yourself and Your Loved Ones

News about the coronavirus is everywhere, and we have all been affected by it in many ways.

Although in many ways the situation is beyond our control, we are not powerless. There are important steps we can take to protect ourselves and our families, both physically and financially. First, we can continue to be careful in our...
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New Year, New Decade, New Estate Plan

You may think that your estate plan is something you already checked off your to-do list years ago.

But the truth is that it’s not realistic to think that something you drafted years or even months ago still works for your current situation. To illustrate just how much can change since you last looked over your...
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