Wills
How to Pass Inheritances to Your Children and Other Non-Spouse Beneficiaries
One of the primary decisions that you will need to make in structuring your estate plan is how to eventually pass on your remaining ...
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Q&A with Loraine: Out-of-state-probate
Question: I am the executor of my father’s estate and have sent all the paperwork to the bank to liquidate his accounts. However, the bank ...
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Q&A with Loraine: Joint Bank Accounts
Question: If spouses (my brother and his wife) have a joint bank account, what happens to the assets in that account if one of them ...
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Q&A with Loraine: How Does a “Double Death” Affect Asset Distribution?
Question: My grandmother passed away a week after my father passed away. Do I take my dad’s spot in grandmother’s will? Loraine’s Answer: Please accept ...
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Do You Need to Update Your Will and Other Estate Planning Documents If You Change Your State of Residence?
The question of needing to update your estate planning documents if you move to a different state is a common one. If your Will was ...
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Another Day, Another Real Life Estate Drama
by Richard Morgan Based on preliminary news reports, M. Richard Robinson, Jr., the head of Scholastic Corp., died suddenly this past June while he was out ...
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Should I Use a Will or a Revocable Living Trust as My Primary Estate Planning Document? Separating Facts From Fiction (Updated July 2023)
by Richard Morgan As part of your base (core) estate plan, you need to determine if a Will or a Revocable Living Trust (RLT) should ...
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Q&A with Loraine: Petition to Probate
Background: My father recently passed away and I have received a request to sign a Petition to Probate in Solemn Form. Even though I did ...
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