Category: Estate Planning
Estate

Your Legacy in Living Color

There are many ways to add color to your estate plan—ways that help paint a true-to-life picture of who you are within the standard planning canvas.

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Death

Celebrate Your Life Your Way: How to Make Funerals and Memorials Meaningful

For many families, traditional services offer comfort and continuity; for others, a conventional funeral may feel disconnected from the life being honored. In addition to options such as cremation, more Americans are exploring memorial alternatives that include celebrations of life and even living funerals. Whatever your preferences, you may wish to plan for your memorial services well ahead of time.

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Estate

The Hidden Gender Gap in Estate Planning—and How to Close It

The overall rate of estate planning in the United States is low, with less than one-quarter of Americans having a basic will. Within those already low numbers, men are more likely than women to have formal estate plans. This disparity is due not simply to differences in income or asset levels but also to timing, priorities, and the roles men and women tend to occupy over the course of their lives. Closing the estate planning gap may be addressed at an individual level through education, conversations, and professional guidance.

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Estate

Ancillary Probate: When It Is Used, Where It Occurs, and How to Avoid It

Many people own property in more than one state, such as an ocean-side vacation home or a rental property in a former home state. It is important to think about how that property will be handled after you pass away. Through proper estate planning, you can help minimize the burdensome court proceedings your loved ones may otherwise face after your death.

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Estate

Why Title Matters

The title of your real estate can play a significant role in how your estate plan is set up and how your assets are ultimately distributed.

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Beneficiary

What to Do When Your Doctor Tells You to Get Your Affairs in Order

If you are facing a serious medical diagnosis, follow these tips on crucial documents that will enable you to take back control of your future, ensure that your wishes are honored, and prevent difficult decisions about finances, healthcare, and guardianship from falling to your loved ones during a crisis.

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Digital Assets

Estate Planning Tips for Someone Facing Major Surgery

After notifying loved ones of your impending surgery, your first call to a professional should be to your estate planning attorney. Time is of the essence, and your attorney can quickly triage the documents that provide the most immediate protection for you and your family.

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