Category: Linda’s Guide to Leaving a Legacy Blog
Four To-Do Items for Every New Homeowner
Legal, Financial, and Security Steps You Cannot Skip 1. Update Your Address 2. Ensure That Your Estate Plan Reflects Your New Home If you do ...
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Spring Cleaning: Time to Clean Up Your Estate Planning
Is your estate plan gathering dust? Learn why spring is the perfect time to review beneficiaries, fiduciaries, and legal changes like the SECURE Act to ...
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Estate Planning Pop Quiz
Test your estate planning knowledge with this quick quiz covering decision-makers, intestacy laws, and the difference between wills and trusts. Learn what your answers mean ...
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Back-to-School Season: The Ideal Time for Grandparents to Plan for Their Family’s Future
As the excitement of a new school year begins, it’s not just the kids and parents who are planning ahead—grandparents have a unique opportunity to ...
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Beware of Bad Estate Planning Advice:
Why Adding Others to Your Accounts Can Create a Disaster Recently, advice was shared suggesting that seniors should add their personal representatives directly to bank ...
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Things to Know When Planning for an Addicted Loved One
It has been said that the only thing harder than being an addict is loving one. Having someone in your life who struggles with substance ...
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What You Can Learn from the Leno Conservatorship Proceedings
When most people think about estate planning, they usually focus on what will happen when they die. They typically do not consider what will happen ...
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Estate Planning: 3 Reasons We Run the Other Way
It can be hard to get motivated about your estate planning; it sounds about as fun as getting a root canal. However, you also probably ...
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What Can I Not Do as Grantor and Trustee of a Revocable Living Trust?
Wills and living trusts both direct the distribution of your assets to beneficiaries after you die. However, a revocable living trust offers added flexibility and ...
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WHAT DOES FUNDING A TRUST MEAN?
Funding a trust refers to the process of transferring assets into the ownership of a trust. Trusts are legal arrangements where assets are managed by ...
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