“Per stirpes” is a designation for passing assets to heirs. Legal jargon can involve a lot of Latin and also be confusing. Legal jargon also
Aretha Franklin left a voicemail for her attorney in the months preceding her death. Estate planning is essential because it allows people to communicate their
Some pension options are better than others. True, the amount of money a person makes is important. However, it is also important how this money
Guidance in an estate plan does not have to be legally binding. So sometimes, being imprecise is not a big deal. For example, recipes often
Secrecy is not the best policy when it comes to estate planning. Secrets are generally considered problematic for relationships. Exceptions include surprise parties and confidentiality
Digital assets can be just as important as tangible assets. For most of human history, people valued what was tangible. Wealth and value was determined
Many people believe common myths about estate planning. All cultures around the world have myths. Some of these involve stories of heroes, villains, and supernatural
Estate planning mistakes can be costly in time and money. Everyone makes mistakes. It is part of being human. Sometimes these missteps are made out
Choosing agents requires careful consideration. Very considered consideration. Successful estate planning, including incapacity planning, does not rely on the validity of the signed documents alone.
“Upstream planning” is important with multi-generational wealth. Not all people have the same estate planning needs. Some people will use all of their retirement savings
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