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What Constitutes Executor Fraud?
After someone passes away, the probate court will appoint an executor (also referred to as a personal representative or estate administrator) to navigate probate. The executor is often named in the decedent’s will.
July 9, 2021
What to Include in a Letter of Instruction?
A letter of instruction can be a beneficial piece in estate planning. It is an informal document that will give your loved ones important information about personal and financial matters after your death.
July 8, 2021
Estate Planning Considerations for Transgender Individuals
Transitioning may be a personal and private matter; however, there are important legal implications to consider so that documents match up correctly. Your name and pronouns need to be consistent to prevent unnecessary legal hassles.
July 7, 2021
Fighting Over Inherited Property? Learn How Maryland’s Sale in Lieu of Partition May Resolve the Conflict
When more than one beneficiary inherits the same piece of real estate, chances are that conflicts will arise. This may be when a parent leaves the family home to all his or her children or when a vacation home or investment property is left to multiple family members.
July 5, 2021
Is Estate Planning a Wise Place to Procrastinate?
If you procrastinate and it carries over into estate planning, you should recognize that time will indeed run out on that issue, according to the Twin Cities Pioneer Press in "3 moves you should make in the first 3 years of retirement."
July 1, 2021
When Your Senior’s Negativity Starts Taking Its Toll on the Family
Elder abuse refers to exploitation, harm and/or neglect to vulnerable care recipients. But what if the abuse is the other way around?
June 30, 2021
What Happens to Assets Remaining in a Special Needs Trust When the Primary Beneficiary Dies?
For those living with disabilities and qualifying for certain government benefits, a special needs trust may be essential in allowing the person to continue to enjoy those benefits. Special needs trusts are important vehicles in special needs planning.
June 28, 2021
Chaotic Times – Can Intra-Family Loans Help?
The aftermath of the pandemic, cybersecurity attacks and growing hatred and violence in our communities result in many families struggling to stay afloat – financially and mentally. Millions of Americans remain unemployed while small businesses struggle to find workers.
June 25, 2021
The Pros and Cons of Feeding Tubes for Your Aging Loved Ones
Whether you are in a situation where an aging loved one needs medical intervention immediately or you are considering your own estate plan and need information on how to make informed choices for your Advance Directives, you need to educate yourself on the pros and cons of feeding tubes.
June 24, 2021
Covid-19 Impacted Seniors Over 75 So Much Worse Than Other Ages
Over a year after the pandemic spiked in the U.S. there have been over 33 million people infected with COVID-19 and approaching 600,000 deaths. The percentage of the 33 million that contracted the virus that are over the age of 75 was approximately 7-8% of the total cases
June 23, 2021
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