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How to Safeguard Assets for You and Your Heirs

Protecting assets from creditors is a critical aspect of estate planning, but you need to think about your heirs' creditors as well as your own. A spendthrift trust can help. Let's take a look...

Funding Your Living Trust is the Key to Unlocking its Benefits

Revocable trusts offer significant benefits, including asset management (in the event you become incapacitated) and probate avoidance. But the benefits aren't available if you don’t fund the trust.

What You Need to Know About Filing Gift & Estate Tax Returns

Have you made substantial gifts of wealth to family members or are you the executor of the estate of a loved one who died recently? If so, you need to know if you must file a gift or estate tax return

Sudden Impact: When a Spouse Unexpectedly Dies

What if the unthinkable happens and your spouse dies unexpectedly? Would you be prepared to cope emotionally and financially? As the surviving spouse, you’ll face several tasks and challenges...

Estate Planning Lite: Basic Plan for College-aged Children

If your son or daughter currently is home from college on winter break, it's a good time to discuss a few estate planning documents he/she should have at this stage of life. Let’s take a look.

Unleash the Power of a Nonspringing Power of Attorney

Estate planning typically focuses on what happens to your children and assets when you die, but it's critical to plan for making key medical and financial decisions if you're unable to do so.

Intellectual Property Requires Careful Estate Planning

If your estate includes forms of intellectual property, such as patents and copyrights, it’s important to know how to address these intangible assets in your estate plan.

Turn Down an Inheritance With a Qualified Disclaimer

If you are about to receive an inheritance from a family member, you can use a qualified disclaimer to refuse the bequest (yes, it happens). Here's how it works.

Estate Planning a Must for Unmarried Couples

Unmarried couples need to carefully spell out how they wish to distribute their wealth, as a surviving life partner may end up with nothing. Here's what you need to know.

At Your Own Risk: Pitfalls of DIY Estate Planning

There’s no law that says you can’t prepare your own estate plan, but unless your estate is small and your plan is quite simple, the pitfalls of do-it-yourself (DIY) estate planning can be many.

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