Trusts and Title Insurance Problems

When you create a revocable living trust, it is important to transfer your assets into that trust, including any real estate that you own. However, if you are not mindful, transferring real property into a trust could result in the loss of your title insurance.

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Freezing Eggs and Your Estate Plan

A couple of major corporations have announced that they will pay to have the eggs of female employees frozen for later use. You might not believe it, but this could have an effect on your estate plan.

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A Few Words on Perpetual Trusts

Most people struggle to plan their financial futures beyond the next decade, while those with money and foresight are likely to think well in advance about what they want to leave their children, grandchildren and even great-grandchildren. But what about planning for eternity? It seems too long to contemplate. Yet in the last several decades, […]

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When Are Charitable Gifts Delivered?

With the holiday season upon us, the charitable giving season is also upon us. Charitable giving is important not only for income tax purposes, but can also be important for estate tax purposes.

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Becoming a Successor Trustee

When a trustee passes away or becomes incapacitated, someone else has to take over the trust. This new trustee is called a successor trustee and needs to learn about all of his or her duties in handling the trust.

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Do Not Forget the Smaller Digital Accounts

People are gradually beginning to understand that they need to ensure that there is a way for family members to access digital accounts after the owner passes away, at least so far as the biggest accounts are concerned, such as bank and social media accounts. However, it is often equally important to make sure that […]

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Documents Needed in Estate Planning

A well-planned estate is a wonderful legacy you can leave your heirs — instead of untangling a messy estate, they can follow concrete steps, allowing them to take care of business while mourning their loved one. You should consult with and hire a qualified estate attorney to help you through the process, estate settlement requires […]

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You Can Forget about Estate Planning Mistakes!

The good thing about making mistakes when it comes to estate planning is that you won’t be around to suffer the consequences. The downside is that your loved ones could be subjected to further pain. To prevent you and your family members from enduring more stress, misery or confusion than necessary, here are five estate-planning […]

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