Three Tips for Protecting Your Important Legal Paperwork in a Natural Disaster




  The year 2018 has been no stranger to natural disasters. From multiple earthquakes, back-to-back hurricanes, and raging wildfires, the United States and abroad has suffered some serious natural disasters. These acts of nature can devastate your life and your family. Who knows what 2019 will bring. In addition to creating a disaster preparedness plan for your family, be sure to protect your legal documents during these events. Below are several tips to follow so […]

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Did you or a loved one make any of these five critical estate planning mistakes?




  Sadly, most Americans are indifferent to estate planning – at best – or completely ignore the issue – at worst. When it comes to estate planning, however, there are just some mistakes that you cannot afford to make. Below are five of the most critical estate planning mistakes. Not having any estate plan. This is the biggest mistake, especially among younger professionals or young parents who assume they don’t need one. Passing away intestate […]

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Seeing an Estate Planner? Three Key Questions to Ask




  Hiring an estate planner is an important decision as you are seeking advice on how to protect your loved ones once you are gone. For this reason, it is critical to hire an attorney with good knowledge of estate planning and how to use the tools available to create the best plan for your particular needs. Be sure to ask questions of the lawyer before deciding whether or not you will hire him or […]

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Consider “Micro” Estate Planning in the New Year




  You are probably familiar with the idea and benefits of traditional estate planning: eliminating probate fees, lowering tax liabilities, and providing financial peace of mind and security for your loved ones. If you do not currently have an estate plan, you should consider getting one as soon as possible. But while many are aware of traditional estate planning techniques, they may not be familiar with the more short-term planning approach—often referred to as “micro” […]

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The Silent Threat to Your Estate Plan




  It is common knowledge that everyone needs to have an estate plan in place. Commonly, the focus is on assets, taxes, and any changes to legislation that may affect the security of your loved ones in the event of your incapacity or death. What many often forget, however, is that changes in family dynamics and circumstances can threaten even the most well thought out estate plan. This silent threat can easily keep your estate […]

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