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Estate Planning Blog

Digital Estate Plan: More Than Storing Passwords

Deborah Placet had no idea how to access her husband’s cryptocurrency and other digital accounts after his unexpected death at age 52.
03/16/22
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To Delay Claiming Social Security or Not?

When you begin claiming affects how much money you get from the program, and once you're receiving checks, it's difficult to undo your decision.
03/14/22
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Expensive Health Problems Can Arise after 50

As we age, health issues often creep up that threaten to tarnish our golden years. Treating some of these diseases and conditions can be expensive.
03/11/22
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When to Update Estate Planning Documents

It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.
03/09/22
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Is Probate Necessary?

The law requires probate for a good reason. If a person dies, probate ensures that the property goes to the people who are supposed to inherit it.
03/07/22
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How to File Tax Returns When Mom Passes Away

No one likes doing taxes, but the task is even more daunting when filing a return for someone who has died.
03/04/22
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Common Mistakes with Revocable Living Trusts

Of course, just because you have a living trust doesn't mean you are all set. Here are a few of the most common mistakes people make with their living trusts.
03/02/22
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Should I Withdraw more than RMD?

Sometimes only taking the minimum IRA distribution can be a costly mistake. When deciding how much to withdraw this year, you need to consider the big picture. For some people, it makes sense to go big.
02/28/22
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Don't Overlook Assets in Estate Plan

From digital assets to financial accounts to sentimental items, here’s what to think about to make sure your loved ones have access to everything they need when you pass away.
02/25/22
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Letters of Instruction for Loved Ones

Executors can use additional information in administering estates, especially if the executor is unrelated to the decedent.
02/24/22
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