Tag Archives: wealth planning

Why Probate Takes So Long and How to Avoid It

After a loved one dies, their money and property must be distributed to the right people, either according to their will or the state’s default distribution scheme.

Even if you are staying on top of the process, probate can take a minimum of 12 months and sometimes stretches out for years – yes, years. These delays...
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Four Estate and Legacy Planning Tips for the Suddenly Wealthy

Suddenly coming into money can be both a blessing and a curse.

Whether you just signed a multiyear, multimillion-dollar employment contract, received a significant inheritance, expect a large check from a lawsuit verdict or divorce settlement, or just won the lottery, you need help from professionals to avoid negative consequences from your windfall. Below are four estate...
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