Estate Planning

What Ancillary Probate is and How to Avoid It

What Ancillary Probate is and How to Avoid It

What is Probate Probate, as we know, is the legal process of distributing an individual's property and assets after they pass away. In almost all cases, probate takes place in the state of the decedent’s primary residence. If ancillary probate takes place, the probate...

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Estate Planning During a Pandemic

Estate Planning During a Pandemic

It's been a while since we talked about estate planning back in January of last year. Two months later COVID-19 turned our world upside down. The world has changed a lot since then. If this past year has taught us anything, it's that life is unpredictable. In such a...

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How Are Assets Valued in a Trust

We have discussed at length on this site the importance of having an estate plan established so that your loved ones can have the added peace of mind knowing that your financial and business affairs in order. By having your legal documents and financial records...

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The Top 3 Reasons You Need an Estate Plan

More often than not the estate plan is the forgotten financial tool for individuals. It is so valuable to adults of any age, marital status, and employment position. It is a vehicle that can be used to ensure you are directing your money, property and assets to the...

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What is Disability Insurance?

It is well known that the largest asset you have to becoming financially independent is making good use of your income. From your income you are able to pay down debt, invest in property, purchase stocks and buy mutual funds. As a result, it is critical that you...

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