Category Archives: Beneficiary designation

Why Do People Want to Avoid Probate?

When a loved one passes away, people react differently.  This is obvious from attending any funeral; some are stoic, some are very emotional, and many are in between.  But beyond the emotional and grieving process, people also react differently addressing … Continue reading

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Estate Planning Complete? Now What?

So you have met with your estate planning attorney and have prepared your will or trust, your medical and financial powers of attorney, and the necessary other documents.  Can you just put it all away now and forget about it? … Continue reading

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Don’t Spend It All in One Place–Making An Inheritance Last

A US study indicates that one in five people who receives an inheritance of $100,000 or more spends it rather than saving or investing at least some of the money. The average person only saves half of what they receive. … Continue reading

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