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Your Estate Plan: 10 Reasons To Review

Your New Year’s Resolutions Should Include An Estate Plan Review Since tax codes, health, relationships, and assets can change, all affecting the integrity of your estate plan, you need to review it every five years. And, since January is often a time to review, reflect, and do, it’s the right time to re-assess your estate plan. to make sure it still meets your goals. Here are some reasons you may need to modify your estate plan: There has been a change in your marital status (many states have laws that revoke...

Posted by on Jan 10, 2017

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Estate Planning

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Avoid Probate: Simple Ways To Title Your Assets

Almost all of my estate planning clients have one thing in common: they want to avoid probate, or limit it as much as possible. Probate is a court-supervised legal process for transferring the assets of a deceased person to his or her heirs.  Probate is required any time a person dies with assets in his or her name, regardless of whether or not the person has a valid will.  Because of the expense, delays and hassle of probate, many people prefer to avoid probate if possible. So how do you avoid probate? There are several ways...

Posted by on Feb 6, 2015

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Elder Law, Estate Planning, Probate FAQ, Uncategorized

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