The latest industry news and resources
Addressing Digital Assets in Estate Planning: A Practical Approach
Practical estate planning: Address digital assets by inventorying, designating executors, and updating plans regularly.
The Importance of Letter of Instruction: Ensuring Your Wishes Are Known
Explains the significance of a letter of instruction in estate planning and how it can ensure your wishes are known and carried out.
10 Essential Steps for Inventorying Estate Assets
Executor's guide to estate taxes: understanding liabilities, responsibilities, exemptions, and professional guidance for compliance.
Estate Planning for Small Business Owners: Preserving Your Company's Legacy
Provides guidance for small business owners on estate planning strategies to preserve their company's legacy.
Blended Families and Estate Planning: Navigating Complex Dynamics
Offers advice on estate planning considerations for blended families, addressing the unique complexities involved.
Resolving Estate Disputes Amicably: Mediation and Alternative Solutions
Resolve estate disputes amicably through mediation and alternative methods, preserving relationships and minimizing conflict.
Asset Protection Trusts: Safeguarding Your Wealth for Future Generations
Discusses the role of asset protection trusts in safeguarding wealth for future generations.
Charitable Giving in Estate Planning: Leaving a Lasting Legacy
Explores the benefits of charitable giving in estate planning and how it can leave a lasting legacy.
Navigating Family Dynamics During Estate Settlement
Effective estate settlement: open communication, realistic expectations, respect, mediation, fairness, relationship preservation, professional consultation, self-care.
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