Category: Will
Beneficiary

Marital Agreements Versus Wills and Trusts: Which Do You Need?

If you are entering a marriage or remarriage with significant assets, children from a prior relationship, business interests, inherited property, or a clear vision for your legacy, you may have been told that you need a will, a trust, or a marital agreement. These documents are often discussed together, but they serve different purposes. Treating one as a substitute for another can leave serious gaps in your planning that may not be discovered until it is too late to correct them.

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Beneficiary

The Risks of an Unfinished Estate Plan—and Why You Should Complete Yours

Planning for the future, especially your own mortality, is never easy. Even when you understand the importance of creating a will or trust to protect your loved ones, finding the motivation to complete an estate plan can be difficult. Yet an unfinished estate plan is almost as risky as having no plan at all. Without finalized documents, your wishes may not be honored, your family may face unnecessary stress, and your estate could go through a time-consuming legal process.

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Beneficiary

Executor Rights: How You Are Protected While Administering an Estate

Being named executor of someone’s estate is often viewed as an honor. It means the person who created the will trusted you to handle their affairs and carry out their wishes after death. But once the process begins, many executors discover that the role involves far more than distributing belongings or closing a few bank accounts.

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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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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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