Tag Archives: personal representative

What to Do If You Can’t Find Your Loved One’s Documents

If a loved one has recently died or become mentally incapacitated, finding the person’s estate planning documents is essential.

The estate planning process and associated documents are critical to making decisions on the loved one’s behalf, gaining access to accounts, and discovering your deceased loved one’s wishes regarding how to distribute the individual’s money and property....
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How to Financially Protect a Loved One Facing Incarceration

It is natural to want to protect our loved ones no matter what.

But when a loved one is facing incarceration it can be difficult to see how you can help provide a prosperous future for them. Unfortunately, this event will forever change your loved one’s life, but with the right planning, you may still be...
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