» Estate Planning

Owning An Asset Jointly Can Be a Dangerous and Costly Estate Plan

Joint Ownership (with rights of survivorship) arises where two or more people own an undivided interest in an asset or property. When one of the owners dies, the entire ownership passes automatically to the surviving joint owner without going through… Read More
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Categories: Estate Planning

Without a Durable Power of Attorney, Your Estate Plan is Incomplete

A “Durable” Power of Attorney (”DPOA”) should be a part of every estate plan, regardless of whether you are using a will, a living trust, or do nothing at all. A DPOA is a legal document in which you appoint someone, called an “agent” or… Read More
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An "Unfunded" Living Trust is Not Worth the Paper It's Written On

A Living Trust can prevent your assets from going through probate, minimize or even eliminate estate taxes, and allow you to retain control over your assets if you are incapacitated or pass away. However, to experience these benefits your assets must… Read More
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Categories: Estate Planning

Avoiding Guardianships & Conservatorships

Nobody wants to end up the subject of a guardianship or a conservator-ship probate court proceeding. The result is the loss of your right to make basic decisions about your life and assets. To prevent this from happening you must plan in advance by u… Read More
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Categories: Estate Planning

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