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The Wonder of Wills

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Many Estate Planning attorneys have fielded a question regarding whether an Estate Plan was necessary, or whether a Will is necessary if the client has a Revocable Trust. Let’s settle the debate now. Even in an Estate Plan based upon a Revocable Trust, Wills play an important role. Everyone with an Estate Plan needs to have a Will because certain things can only be done with a Will. Read on to … [Read more...] about The Wonder of Wills

Planning for the “Silver Tsunami”

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As the population over the age of 65 continues to grow, unique problems arise. For example, many seniors may have never married, or outlived their spouse and lack confidence that someone will help them make financial and health decisions as it becomes more difficult or when they become incapacitated. A qualified Estate Planning practitioner can provide guidance to address the issues unique to the … [Read more...] about Planning for the “Silver Tsunami”

The Lessons from Lisa Marie

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Regular readers of this blog often see articles regarding the latest celebrity whose death created a mess because their Estate Plan failed to properly protect the celebrity’s family and loved ones. It seems that an individual with fame and money could easily avoid that result; however, that’s not always the case. The fallout caused by inadequate Estate Plans of celebrities provides great lessons … [Read more...] about The Lessons from Lisa Marie

5 Important Estate Plan Documents

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Given the unique nature of estate planning, no two estate plans will be exactly the same. Nevertheless, there are some common tools and strategies found in the average estate plan. There are also some documents that should be in almost every estate plan. A Vero Beach estate planning attorney at Kulas & Crawford explains the documents that should be in every estate plan. Last Will and … [Read more...] about 5 Important Estate Plan Documents

Refresh and Reset: Syncing up in San Diego

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The best Estate Planners stay current on the latest trends. The American Academy of Estate Planning Attorneys held its semi-annual conference providing education on selected topics designed to inspire excellence in its Members. Read on to learn more about the unique experience at the Fall Summit 2022 Conference. Read on to learn more. … [Read more...] about Refresh and Reset: Syncing up in San Diego

Important Estate Plan Updates for Seniors

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If you have an estate plan in place you are better prepared than over half of all Americans, according to the most recent surveys. For that plan to continue to protect you and your loved ones as intended, however, it needs to be updated from time to time. Knowing how often to review your estate plan, and when a life event should trigger an immediate revision, is the key to a successful estate … [Read more...] about Important Estate Plan Updates for Seniors

Spring Summit 2022: Celebrating Friendship in the Lone Star State

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The best Estate Planners stay current on the latest trends. The American Academy of Estate Planning held its semi-annual conference providing education and learning for and inspiring excellence in its Members. Read on to learn more about the unique experience at the conference. … [Read more...] about Spring Summit 2022: Celebrating Friendship in the Lone Star State

The Toll of Serving as Fiduciary

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Estate Planning attorneys balance competing interests when helping clients decide who they should name as personal representative and trustee. Some of the factors that a client needs to consider are the nominee’s responsibility, financial savvy, and temperament. These factors influence the fiduciary’s ability to pay debts, expenses, claims, negotiate on behalf of the estate, and to conclude the … [Read more...] about The Toll of Serving as Fiduciary

The Power in Powers of Appointment

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Estate Planning attorneys balance competing interests when creating estate plans. Uncertainty about the future concerning taxes and each beneficiary’s situation requires flexibility in an Estate Plan. Powers of appointment offer Estate Planning attorneys a way to add flexibility to a plan without complication. When creating powers of appointment, it’s important to consider not only the reason for … [Read more...] about The Power in Powers of Appointment