Tag Archives: Avoiding Probate

Estate Planning, Marriage and Divorce

When considering marriage or a divorce, your estate planning is likely low on the list of priorities. However, these are significant changes in a family situation that should trigger an immediate review of your existing estate planning documents or preparation … more

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Year-End Estate Planning To-Do List

> Familiarity with the terms of your documents is an essential part of having an up-to-date estate plan.   > If you do not have an estate plan in place, the end of the year is an ideal time to … more

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Prince Estate Update – Rumors and Reality

> The presence of a proper estate plan ensures efficient administration while reducing the likelihood of conflict amongst family members.   > Life insurance or other liquidity can alleviate the strain on the estate in the interest of preserving the … more

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The Importance of Funding Your Trust

> It is important to revisit your estate plan from time to time to ensure that it accurately reflects your wishes for your family and assets.   > An unfunded Trust fails to take advantage of one of the greatest … more

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Prince Leaves a Complex, Unplanned Estate

> Without an estate plan, Prince’s half-siblings will stand to inherit the same share as his full-sibling.   > Failure to plan for a potential estate tax liability may lead to a forced liquidation of estate assets, including his vault … more

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David Bowie’s $100 Million Estate

> While estate taxes cannot always be avoided, they can be minimized through proper planning. > Privacy and probate avoidance can benefit estates of all sizes, not just celebrity estates. > If specific funeral wishes are important, they should be … more

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Titans Owner Left Team in Limbo

> Proper planning is necessary to keep a closely-held business in the family. > Failing to plan for ownership and financial transitions can lead to a forced sale or family conflict. > Trust ownership can allow for a smooth transition … more

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The Missing Will

> If the original Will cannot be located, state law and the probate court will determine whether a copy can be accepted.   > It is important to locate your original Will or have a new Will prepared and executed. … more

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Year-End Estate Planning To-Do List

> Familiarity with the terms of your documents is an essential part of having an up-to-date estate plan.   > If you do not have an estate plan in place, the end of the year is an ideal time to … more

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The Death of Whitney’s Daughter

> Outdated estate planning documents can be as dangerous as not having an estate plan at all. > A proper estate plan should provide significant asset protection and oversight for your beneficiaries. > A change in your family or financial … more

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