Estate Planning

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01 Nov

Heirs’ Property and the Partition of Real Estate

Heirs’ property is property that is owned by persons who received the property as a result of a person dying without a will. Each owner has an undivided interest in the property.

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11 Aug

Unmarried Couples Claims Against an Estate

Recently I received an inquiry from a person whose fiancé died without a will. This person wanted to know what rights she had in the estate of her fiancé. When a person dies without a will the laws of intestacy apply to the distribution of the person's property.

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01 Jun

Estate Planning for Real Estate Assets

When estate planning for real estate assets, you should consider choosing an entity that will provide sufficient liability protection, protecting yourself against liabilities generated by the real estate, and determining who will manage the real estate after your death.

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27 Mar

Blended families and Estate Planning

The greatest concern in second marriages is ensuring that each spouse's share of the estate ultimately ends up with his or her desired beneficiaries.

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19 Feb

Divorce Protection in Estate Planning

Divorce protection is an important aspect of asset protection and estate planning. With a 50% national divorce rate, it is commonplace for people to protect themselves and their children’s inheritances from former spouses.

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02 Jan

What happens when you fail to fund your Revocable Trust?

Many people will use a revocable trust as their primary estate-planning document but fail to fund the trust. Funding a trust means retitling the assets and accounts that you wish the trust to control and placing those assets in the name of the trust.  Sounds quite simple right?

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21 Dec

When should you update your estate plan?

Often people feel that once they have completed their estate planning documents there is no need to review the plan. Failing to periodically review your estate plan can result in unintended consequences that do not accomplish your intended goals.

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23 Nov

Marital real estate transfers and creditor protection.

A Revocable or "living trust" is created during your lifetime, has a trustee, and owns property that you have transferred to it during your lifetime. While you are living, the trustee (who may be you) is responsible for managing the property for your benefit.

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15 Nov

HIPAA Authorization vs. Health Care Power of Attorney: Why do I need a HIPAA Authorization?

The Health Insurance Portability and Accountability Act (HIPAA), is a Federal law that requires the establishment of standards to protect the privacy of patients’ health care information.

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07 Nov

Powers of Attorney: Ensuring that third parties honor your power of attorney

A power of attorney (POA) is an essential document of a comprehensive estate plan because it allows your attorney in fact to conduct business on your behalf with third parties.

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