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Resources

How Do I Protect My Parents’ Assets From My Siblings?

December 30, 2024

One of the best ways to prevent disagreements between siblings is to name an independent executor or fiduciary.

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What if I Think an Executor is Stealing?

December 23, 2024

If someone is stealing from the estate, you have the right to sue the executor to get the money returned. You will need to prove that the executor breached his or her fiduciary duty.

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What Assets Should Not Be Put in a Trust?

September 30, 2024

Life insurance, retirement accounts, checking accounts, and vehicles are some examples of assets that may be best left out of a trust.

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What Should You Do if You Suddenly Become Wealthy?

July 29, 2024

The most important task you will need to accomplish when you suddenly come into money is to create an estate plan.

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What Decisions Cannot Be Made by a Legal Power of Attorney?

May 27, 2024

The power of attorney cannot make changes to your will, transfer his or her power to someone else, or keep making decisions after your death.

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Can a Gift in a Will Come With a Condition?

March 18, 2024

A will can include a provision that allows for the distribution of an asset only after a specific condition has been met.

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What Happens When a 401k is Inherited?

February 26, 2024

The rules are different depending on whether you are a spouse or non-spouse, or if you inherit the 401k as a child or are disabled.  

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What are the Pros and Cons of a Land Trust?

January 22, 2024

One of the main benefits of a land trust is that it allows an owner to separate some property from their personal finances.

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What Should You Do When a Parent Passes Away?

January 8, 2024

There are a number of things you will need to do when a parent passes away, including locating important papers, making burial arrangements, filing for probate, and taking care of the estate.

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How Can I Stop My Elderly Parent From Giving Away Money?

November 13, 2023

Scams are more prevalent than ever and criminals put a lot of focus on older people. As your parents age, it is helpful to become more involved in their financial affairs.

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