Estate Planning
Q&A with Loraine: Does a testamentary trust go into effect during or after probate?
Question: Does a testamentary trust go into effect during or after probate? Do the responsibilities of a testamentary trust’s trustee begin after the will is ...
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Q&A with Loraine: My dad died with no will…can my sister make me sell the house?
Question: My dad died with no will. I’m the one who took care of him. There is a mortgage on the house that I’m paying ...
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Estate Planning Solutions That Work for Blended Families and Couples Without Children
Estate planning for married couples with children from prior relationships (blended families) and for those without children may present complex issues that require a unique ...
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How to Minimize the Tax Burden on Your Estate
It’s true: taxes are one of life’s certainties. Almost everything we do in life and in death triggers a tax consequence. That’s why we encourage ...
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Q&A with Loraine: If a person only has a few thousand dollars in the bank and no other assets, should you still file probate if they have a Will?
Question: If a person only has a few thousand dollars in the bank and no other assets, should you still file probate if they have ...
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Q&A with Loraine: What legal form do I need to remove four deceased siblings from a family deed, while three siblings remain?
Question: What legal form do I need to complete to remove four deceased siblings from the family deed, yet leave my three remaining siblings? Loraine’s ...
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Q&A with Loraine: Trusts, Wills and Probate
Question: My friend, Pete, just lost his mother. He is having a difficult time knowing what to do about her estate because it involves a ...
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Letter of Instructions: Significantly Reduce the Hassle on Your Chosen Fiduciaries (Updated July 2024)
A Letter of Instructions (LOI) is a written or electronic document that sets out all the information that your fiduciaries will need to help assist ...
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