Ownership Drives Outcomes: Estate Planning Considerations for Personal Assets

How do you own your personal assets? Learn about solely owned and jointly owned structures....

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Why Verifying Asset Ownership Is the First Step in Estate Planning

Do you have joint, corporate or trust assets? Find out why this matters for estate planning....

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What does an executor actually do?

Learn about an executor’s wide-ranging responsibilities....

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I can choose who gets my money when I die, right?

Find out under what circumstances the courts may step in to change estate distribution instructions....

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A “beneficiary lottery” is what happens when you leave an inheritance to chance

Learn why the order of deaths in a couple may mean some beneficiaries get a windfall while others are left out in the cold....

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The importance of having a professionally drafted will

Discover why everyone should have a valid will that is prepared by a legal professional....

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The importance of including your pets in your estate and incapacity planning

Estate plans should cover pets too. Learn how to protect your pet’s future if you become unable to care for them....

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The right representatives can protect you from financial elder abuse

Anyone may become vulnerable to financial elder abuse, but well-chosen representatives can help protect you....

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Wealth planning for empty nesters

When you’re asked what it’s like to be an empty nester, finances may not be the first thing that comes to mind—but wealth planning can change once children leave home. Find out how....

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