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R-E-S-P-E-C-T: Find Out What It Means To…Your Estate Plan

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Individuals often have reservations about seeking out an attorney’s help with their Estate Plan. Sometimes they worry about the cost, other times they think that they can do it on their own, and sometimes they die before the thought of creating an Estate Plan ever crosses their mind. Unfortunately, the issues that result from a lack of proper Estate Planning on death don’t care who we are during life, or how soulfully we can sing. As this blog demonstrates, even celebrities like Aretha Franklin … [Read more...] about R-E-S-P-E-C-T: Find Out What It Means To…Your Estate Plan

Gen X – This One’s for You (And Everyone Else Too)

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The greatest transfer of wealth will occur over the next five to ten years as the Baby Boomer Generation retires and passes away. In fact, according to many sources, this transition will dwarf any prior wealth transfers between generations. This transfer gives Gen X, those anticipated to inherit the majority of this wealth, a great opportunity to open the lines of communication with their families to plan for the shift that has already started. Read on to learn more. … [Read more...] about Gen X – This One’s for You (And Everyone Else Too)

How to Navigate the Probate Process

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The legal system can be overwhelming to navigate while grieving the loss of a loved one. Having a basic understanding of the probate process can make the journey less stressful. In this article, we will provide a general overview of probating a testate estate (where there is a Will): 1. Locate the Will: After the deceased passes away, locate the deceased's original Last Will & Testament, which states the deceased's wishes regarding the distribution of assets. 2. Seek Legal … [Read more...] about How to Navigate the Probate Process

Estate Planning for Millennials

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Estate planning isn't reserved for the older generations. Millennials are going through many pivotal life events – marriage, children, home purchases, and career advancements. Pivotal life events  necessitate a review of your estate plan. Estate planning is an act of love and responsibility to oneself and loved ones. In particular, consider the following: 1. Estate Planning Isn’t Just for the Wealthy. Many millennials mistakenly believe that estate planning is only for those with significant … [Read more...] about Estate Planning for Millennials