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    Accounting for Gifts and Loans to Children in Your Estate Plan

    No parents want their children to fight among themselves after they are gone. Sadly, conflicts often arise, especially when a parent has gifted or loaned money to one child and not others.

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    Who Are Parties to an Estate?

    When people pass away, their assets go through probate. The parties to an estate are the people involved in the probate process.

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    Six Things to Consider Before Making Gifts to Grandchildren

    Here are some issues grandparents should consider before making gifts to grandchildren or other family members.

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    A Brief Overview of a Trustee’s Duties

    If you have been appointed the trustee of a trust, this is a strong vote of confidence in your judgment and trusthworthiness. It is also a major responsibility. 

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    The Basics of Estate Administration

    Estate administration is the process of managing and distributing a person’s property (the “estate”) after death.

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    A Letter of Instruction Can Spare Your Heirs Great Stress

    While it is important to have an updated estate plan, there is a lot of information that your heirs should know that doesn’t necessarily fit into a will, trust or other components of an estate plan. The solution is a […]

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    Estate Planning Is All About Love

    Estate planning truly is all about LOVE. When you make a plan for your future and your family’s future, you are showing how much you love them by ensuring that issues with incapacity or death are already planned for. You are showing your love by easing fears surrounding how to care for you when you age. You are showing love by providing guidance on your wishes surrounding end-of-life care and how you want your estate to be distributed. You are showing love by removing the burden that is often felt when someone becomes incapacitated or dies without leaving a clear estate plan. 

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    Married Couples Need an Estate Plan

    Don’t assume your estate will automatically go to your spouse when you die. If you don’t have an estate plan, your spouse may have to share your estate with other family members. 

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    Non-Borrowing Spouses of Reverse Mortgage Holders Receive Expanded Protections

    The government has expanded access to protections for spouses of reverse mortgage holders who are not named in the loan document, allowing more such spouses the ability to stay in their home if the borrowing spouse dies or moves to a care facility. 

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    Preserving the Family Vacation Home for Generations to Come

    Summer is winding down and if you are one of the lucky ones, you got to spend some time at a family vacation home. How do you make sure your children and grandchildren can enjoy that second home as much as you did?

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