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Q&A with Loraine: If my father passed away without a Will or trust, do my sister and I have a legal right to part of his house?
Question: My father passed away unexpectedly a few months ago before he had time to create a Will or trust, and no one was appointed ...
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Q&A with Loraine: Is a Will valid if the Executor is named using a “called by” name rather than the legal name?
Question: Is a Will valid if the Executor is named using a “called by” name rather than the legal name? My uncle named me as ...
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Q&A with Loraine: My brother lives with my elderly mother who has dementia. He recently convinced her to write a new Will. Can I contest it?
Question: My brother lives with my elderly mother who has dementia. He recently convinced her to write a new Will. How can I contest it? ...
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Q&A with Loraine: We own an RV jointly, but we’re separated and my husband claims it’s his. Whose RV is it?
Question: My husband and I bought an RV with our money. He now has Alzheimer’s disease and has gotten aggressive; therefore, we are separated, and ...
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Q&A with Loraine: One of my children is irresponsible with money. What is the best way to provide for him in my Will?
Question: My son has had a history of making poor financial decisions. I don’t want to leave him out of my Will, but I’m worried ...
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Can You Buy Happiness? (Updated for New Findings)
Several years ago, we published a Newsletter on this topic which discussed a study that found that happiness does not improve beyond an amount of income ...
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Q&A with Loraine: Does a Will always have to be probated if there are no assets?
Question: My wife passed away, and I was the executor of her Will. Before she passed, she signed the title of her car over to ...
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2024 Tax Year Estate Planning Related Tax Exemption Figures as Adjusted for Inflation
While high inflation is generally bad for the economy, the upside is that various tax figures adjust upwards for inflation on an annual (or other) ...
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