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What Does a Successor Trustee Do?
I am named successor trustee in my parents’ trust. When the time comes, how do I sell the home and the other assets?
Why are Two Brothers Fighting Over Their Mother’s Life?
She can only mouth words and nod her head, but a bed-bound, 91-year-old Long Island woman has made herself clear — she does not want to be taken off the machines that keep her alive.
How Will the New SECURE Act Impact My IRAs and 401(k)?
A new law could affect the IRAs and 401(k)s of millions of Americans in 2020.
Preparing for the Inevitable: The Loss of a Spouse
According to the U.S. Census Bureau, the average age of widowhood in the United States is a surprisingly young 59.
Creating an Estate Plan Should Be a New Year’s Resolution
With a new year upon us, it is a perfect time for people who have not begun the process to understand the benefits of getting a plan started.
Why Do I Need a Power of Attorney?
A power of attorney can be invaluable.
What’s Better, A Living Trust or a Will?
Last wills and testaments, which were invented centuries ago, are the most famous estate-planning documents.
Retirement and Estate Planning Work Better Together
Even if you and your spouse have worked out the kinks in your day-to-day money habits, it’s important to reexamine the big picture.
Some Estate Planning Blunders by Celebrities in 2019
The sad reality is that many of us have not taken the time to execute a will or develop an estate plan. The estates of individuals who die without properly drafted and executed wills are distributed in accordance with the law of the states in which they reside at death.
What Does the Movie “Knives Out” Teach Us About Estate Planning?
One of the most dramatic scenes in the movie, is the gathering of the Thrombey Family at their father’s estate to hear the reading of the will.