The passing of a loved one is a challenging time for family and friends, and amidst the emotional turmoil, there are practical matters that need addressing, including what happens to real estate with a mortgage when someone dies. Let’s explore this topic to gain a better Continue reading →
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Guardian for Children: Must They Be a United States Citizen?
Valentine’s Day: A Reminder to Update Your Estate Planning Documents
Honoring National Senior Independence Month: Empowering Seniors Through Autonomy and Estate Planning
Protecting Precious Legacies: A Cautionary Tale on Stolen Items in Loved One’s Estates
Losing a loved one is an emotionally challenging experience, and dealing with their estate can be equally daunting. As you navigate through the process of settling their affairs, it’s crucial to remain vigilant, especially when it comes to the possibility of stolen items. Unfortunately, Continue reading
Understanding the Last Surviving Spouse Rule in Estate Planning
Estate Planning: A Resolution for the New Year
The Dilemma of Sharing: Estate Planning Details with Loved Ones
Estate planning involves making critical decisions about the distribution of assets, care for dependents, and end-of-life wishes. Among the many considerations that arise during this process is the question of whether individuals should share the specifics of their estate planning Continue reading
Understanding Joint Trusts: Why Marriage Isn’t the Only Requirement
Understanding the Extent of a Trustee’s Authority Over Trust Assets
When establishing a trust, individuals often prioritize specifying how their assets will be managed and distributed. A crucial aspect of this process involves designating a trustee—an individual or entity responsible for managing the trust assets and executing the Continue reading