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5 Estate Planning Documents Clients Must Have

8/11/15 –  A “simple” estate plan doesn’t just include a Will.   If you don’t want, or think you don’t need, an estate plan based upon a Trust, you should have at least these 5 documents in your estate plan.  READ MORE HERE.

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Keep Your Estate Plan Updated – 5 Important Things to Review with your Attorney

8/4/15 – from “Financial Planning” – So that you can keep your estate plan up to date, there are 5 important questions you should review with your estate planning lawyer every year.   Read the article at this link:  5 Questions.

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5 Financial Documents Every 20-something Should Have

12-4-14 from Financial-Planning.com “Most young adults don’t think about wills and estate planning are things they need to be concerned about — at least for now. Yet all adults, no matter their age, should have some type of estate plan. Young adults likely do not need anything complex; just a solid foundation that can be Read More

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Title Insurance Can Be an Issue For Transfers of Real Property to a Trust

You should check your policy of Title Insurance for your real property before you transfer the property to a Trust. To transfer real property to a trust, the client executes a grant deed, frequently called a “quitclaim deed” or a “trust transfer deed,” to himself, herself, or (in the case of a couple) themselves as Read More

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What’s Almost as Certain as Death? Not Talking About the Inheritance

NY Times.com – August 1, 2014 “IF there is a boogeyman when it comes to family conversations about inheritance, it is not death. That happens whether people talk about financial plans or not. It’s the $40 trillion that financial advisers say their baby boomer clients are going to pass to their children either in an orderly way Read More

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Three Reasons Why Joint Accounts May Be a Poor Estate Plan

Elder Law Answers – July 24, 2014 Many people, especially seniors, see joint ownership of investment and bank accounts as a cheap and easy way to avoid probate since joint property passes automatically to the joint owner at death. Joint ownership can also be an easy way to plan for incapacity since the joint owner Read More

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YOUR MONEY-What would you do with $100,000?

June 30, 2014 – Reuters What would you do if you suddenly got $100,000, no strings attached?   With $30 trillion set to change hands from one generation to the next over the next 30 years, many beneficiaries will face that issue.   Some will use the money wisely, but unfortunately many will “blow it”. Read More

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Why You Should Update Your Estate Plan

July 3, 2014 – Forbes There is a sense of accomplishment when an estate plan is executed. In fact, it’s quite common for people to sign documents and file them away for safe keeping and forget about them. The danger is that these individuals and families may believe that these matters require no further attention. Read More

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5 Tips Before You Leave Your Kids an Inheritance

Forbes.com – May 12, 2014 If you are a parent who worries about what your wealth will do to your children, you are not alone. Many clients want to leave money to their kids, but they are concerned that their children are ill-equipped to handle sudden wealth.  Some worry that by providing too much money Read More

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Estate planning for your eighteen year old: what you need to do now may surprise you

Lexology – May 13, 2014 If your child is turning 18, you may find yourself wondering where the time went.  Their estate planning needs are probably the last thing on your mind (or theirs) as they prepare to enter adulthood.  In fact, if you’re like most parents, you’re probably mentally preparing yourself to drop them Read More

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  • "Ms. Wall has been of great assistance in competently preparing our family trusts and assisting with all matters pertaining to the recent death of my mother in law. She is the best example of the professionalism and care for clients who characterizes a great attorney and counselor."  -LN

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