Building an estate plan requires a clearly marked paper trail so that your wishes can be followed. Organizing everything beforehand ensures that these end-of-life allocations are doled out in a timely and fair manner. Here’s what you’ll need. Last Will and Testament Wills are the most well-known of...
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Do you have a cause about which you are passionate? Consider donating a portion of your assets to an organization so its operation can continue growing with your financial gift. When preparing your will with your attorney, stress your interest in making a lasting impression on a charity in which you...
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Life insurance is an important policy to have when pre-planning your estate. Chances are, you will have remaining debts and taxes to be paid after death. A qualified policy can help alleviate the financial strain of an emotional family that will already be suffering your loss. If you’re still on the...
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You might think your job ends once you prepare a solid plan for your estate. General reviews are as crucial as updating your plan when major life events occur. Don’t forget to periodically review your legal documentation to reflect these happenings. A General Review Even if you don’t experience a li...
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When developing your estate plan, it is important to include your loved ones, especially if they will be beneficiaries or trustees. Discussing this sensitive subject can reveal your family’s level of comfortability when left in charge of your assets. Many people are hesitant to begin the conversatio...
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Developing an estate plan can be the most important aspect of your end-of-life planning process. A solid estate plan can help eliminate the chance for family fights when it comes to dispersing your property, money, and possessions. You’ll need to consider many things when creating an estate pl...
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