Tag Archives: revocable living trust

Account Beneficiaries: Why You Should Review Them Regularly

How your accounts are owned has a big impact on your estate plan.

The main objective is usually to ensure that no accounts and property are in only your name when you die.

When property is owned by only one person, they go into probate upon that person’s death. This is a costly, public, and time-consuming court...
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What Is a Separate Revocable Living Trust?

When a couple engages in foundational estate planning, one of the first questions addressed by estate planning attorneys is whether it makes sense for the couple to use a revocable living trust (RLT) as a part of their plan.

If using an RLT makes sense, an important follow-up question to married couples should be whether it...
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How Your New Job’s Onboarding Process Can Affect Your Estate Plan

Starting a new job is an exciting new chapter in your life.

Depending on your company’s onboarding process, there can be a lot of moving parts. You may feel overwhelmed by the introduction and review of the many different types of employee benefits. Not only are there forms to be filled out, they need to be...
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Online Estate Planning? Things to Think About

Call me old-fashioned, but I think estate planning should involve a personalized and continuing relationship, not a transaction.

While some may prefer to use low-cost websites or software because they are more concerned about price than value, think about what they won't be getting. Can LegalZoom or other online providers:
  • Look you in the eye or shake your hand?
  • ...
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