Planning matters

Estate documents you need because parenting doesn’t stop when your child turns 18

Parents are often amazed when their children finally become adults. Turning 18 is a celebratory milestone, and no doubt the experience will leave you wondering how the years flew by so quickly. And even though your child will always be your baby in your eyes, once they turn 18 the law sees it very differently….

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Pearls of Wisdom: Estate Planning Resolutions

In 2018, we’ll periodically share “Pearls of Wisdom” on a variety of frequently-encountered planning situations. This month, we focus on ensuring that proper estate planning documents are in place…

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Who Can You Trust with Your Trust?

Here’s a scenario: you’ve taken all the steps to get your estate in order, including the establishment of a trust that will benefit your children until they are old enough to handle a substantial sum. Since the success of a trust depends on the trustee(s) you choose to manage it, how do you decide who should fill this role?

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What to Do When a Death Occurs?

It is always a difficult and stressful time when a loved one or friend dies. With a few exceptions, you do not need to do anything immediately. However, you will need to prepare to handle their affairs and the distribution of assets.

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How Should I Plan for Digital Assets in My Estate?

As a society, we are moving away from keeping documents in paper form, filed away in a filing cabinet. More and more documents, statements, pictures and bills are kept digitally in files on our computers or in the cloud. In this new age of digital storage, we all need to give some thought to what happens to our information upon death or incapacity.

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