Estate Planning: Probating a Will

Probating a will sounds uncomfortable, doesn't it? Kind of like the legal equivalent of a doctor giving you a thorough physical exam…   Perhaps there is something to that analogy. Although simple, small estates with a single heir may not require probating, the probate process has value...

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The Role of the Executor

An Introduction to Estate Planning – Part 5 Once you die perhaps the most obvious observation one can make is that you are no longer in charge. The only way to establish some degree of control over what happens to your assets, your estate, is to...

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Charitable Giving

An Introduction to Estate Planning – Part 4 I read about a well-off senior couple who had four children. They decided to “adopt a fifth child” for estate planning purposes. This meant that, in their will, instead of distributing their assets four ways equally among their...

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