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How to Help Create an Estate Plan

The misconception that estate plans are only for wealthy individuals often prevents people from putting a plan in place. However, having an estate plan is beneficial for anyone.

Posted on: January 13, 2023

What Is a Digital Asset for Estate Planning?

At any given time, the average American maintains between 30 and 50 online accounts. These may be with banks, financial institutions, utility companies, email providers, social media outlets, commercial shopping or travel sites and accounts unique to technology, such as an account to purchase apps for a smartphone.

Posted on: January 11, 2023

Should Each Child Get Equal Inheritance?

Equally sharing the wealth among the children isn’t always fair, such as when one sibling is the primary caretaker, or another is already wealthy.

Posted on: January 10, 2023

What Is Included in an Estate Inventory?

One of the essential steps in the probate process is filing an inventory of all the assets that are part of the estate.

Posted on: January 9, 2023

What Exactly Does an Executor Do?

The main responsibility of an executor of a will is to carry out the final wishes of the person who bestowed that position of trust.

Posted on: January 6, 2023

Do I Need to Name a Life Insurance Beneficiary?

What Is a Beneficiary and How Do I Name One?

Posted on: January 5, 2023

Can I Contest Dad’s Will While He’s Still Living?

The contents of a person’s will and related revocable trust cannot be challenged in court until he or she has died, Maryland’s second highest court ruled last week in rejecting a daughter’s bid to revive an undue-influence challenge to her estranged and ailing mother’s decision to write her out of her will.

Posted on: January 4, 2023

When Is a Family Limited Partnership Needed?

You don’t have to be ultra-wealthy for a family limited partnership to make sense.

Posted on: January 3, 2023

What’s Is the Best Way to Give to Charity?

It may be better to give than to receive. However, it may be even better to give and see your generosity rewarded.

Posted on: January 2, 2023

How Do You Stop a Sibling from Stealing an Inheritance?

The death of a parent can be emotionally trying, especially if the passing was unexpected. It can also be a test of your patience, if there are complicated estate issues to sort out.

Posted on: December 30, 2022