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What Do I Do With My Parent’s Trust When They Die?

Losing a loved one is always difficult and heartbreaking, and handling the legal and financial aspects of their passing only adds to the stress. If your parent left behind a trust, you may feel uncertain about what to do next. If you are taking over as a trustee, you have a number of responsibilities.

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Estate Planning for a Blended Family

If you’ve remarried, you’re likely facing additional challenges now that you’re blending two families together. Specifically, there are estate planning considerations in blended families that are unique and will require updating a will to account for the new spouse and stepchildren.

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Understanding Pour-Over Wills

Creating an effective estate plan is essential for managing and distributing your property after death according to your wishes. For many individuals, creating a pour-over will helps protect their legacy by ensuring all of their property is handled properly after their death.

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Why and When You Should Review and Update Your Will

So many people believe that creating and executing their will is a one-and-done proposition. You spend time with your attorney, discuss the contents of your will, make crucial decisions, sign and date it in front of witnesses, then lock it up, never to see the light of day until you die.

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Estate Planning and Dementia: What You Should Consider

Having a comprehensive estate plan allows you to leave instructions about how your estate should be administered and final affairs settled when you die. While a competent person may be able to execute an estate plan, parents in the early stages of dementia may face various issues when drafting their estate plan.

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FAQs: What Needs to be Done When Someone Dies

When a loved one dies, whether it is expected or not, you want to just have time to grieve. Grief is a process that takes time. However, the reality is that in the wake of the loss, there are so many tasks that need to be done. It seems unfair, but it is the business part of death.

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Why Choose an Attorney Over Using Online Forms?

The digital age has put many do-it-yourself (DIY) projects within the reach of anyone with internet access. You can visit your doctor, publish a book, even purchase a house without ever leaving yours. There are also multiple online resources for DIY estate planning.

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The Benefits of a Special Needs Trust

If you have a child with special needs who is facing a mental or physical disability, your child will likely need the assistance of government programs to help in their care and development. To qualify for these programs – notably, Supplemental Security Income (SSI) and Medicaid – a disabled individual is subject to income and asset limitations.

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I’ve Been Appointed Executor. Now What?

Coping with the death of a loved one is never an easy thing to go through, and for certain individuals, there will be an added level of responsibility if they’ve been appointed the estate executor.

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Estate Planning Checklist: What to Consider Before You Start

There is something satisfying about checking items off a list. That list can be extremely helpful when tackling something that has multiple moving parts, such as creating an estate plan.

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