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The Benefits of Establishing a Revocable Living Trust for Avoiding Probate
One of the main advantages of a revocable living trust is its ability to help your estate avoid probate—the often lengthy and public...
Kayla Graben
2 min read
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What Can-and Cannot-be included in a Prenuptial Agreement
A prenuptial agreement can be a great way to set financial expectations and protect assets before marriage—but it has limits. Here's what...
Kayla Graben
1 min read
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The Importance of Designating Beneficiaries in Estate Planning: What You Need to Know
When it comes to estate planning, many people focus primarily on creating wills and trusts, but often overlook one critical detail:...
Kayla Graben
2 min read
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Is a Prenuptial Agreement Right for You? Exploring the Purpose and Benefits
Prenuptial agreements may not sound romantic, but they are one of the smartest financial planning tools couples can use. A prenup is not...
Kayla Graben
1 min read
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Revocable Trusts: The Smart Way to Protect Your Assets and Your Legacy
When it comes to estate planning, most people think of a will as the go-to document. But there’s another powerful tool that can offer...
Kayla Graben
1 min read
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What Documents Do I Need for Complete Estate Plan?
Estate planning isn't just for the wealthy — it's for everyone who wants to protect their loved ones and ensure their wishes are...
Kayla Graben
1 min read
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How to Revoke a Power of Attorney: Step-by-Step Guide
If your relationship with your agent has changed or your agent is no longer competent to handle your affairs, you can revoke the existing...
Kayla Graben
1 min read
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Need a Power of Attorney? Here's What To Do!
A Power of Attorney (POA) is a document that is appointing an agent, or attorney-in-fact to handle your personal and financial affairs on...
Kayla Graben
2 min read
2 views
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A Simple Guide to Understanding Special Needs Trusts
A Special Needs Trust (SNT) is a crucial estate planning tool designed to provide financial security for individuals with disabilities...
Kayla Graben
1 min read
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Why Do People Procrastinate on Estate Planning?
Estate planning is one of those tasks that people know they should do but often put off. Despite its importance in ensuring that assets...
Kayla Graben
2 min read
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Unraveling the Complexity: A Professional's Guide to Navigating Estate Planning for Aging Parents
Navigating the intricate world of estate planning for aging parents can feel daunting. With concerns about health, finances, and emotions...
Kayla Graben
4 min read
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Ensuring a Loving Legacy: How to Provide for your Pets in your Estate Plan
Believe it or not, almost 1/3 of the estate planning documents I draft—whether it’s a standard Will or a Living Trust—have pet...
Kayla Graben
2 min read
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Understanding the Role and Responsibilities of an Executor of a Last Will and Testament
Before appointing someone—or accepting an appointment, as it relates to the Executor of a Will, it’s important to know the duties and...
Kayla Graben
2 min read
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Contests to a Last Will and Testament: Essential Tips
When a loved one passes away (if they have a Will), his or her estate will likely go through the court-supervised probate process where...
Kayla Graben
2 min read
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Estate Planning Tips for Managing an Inherited IRA: Maximize Your Legacy and Minimize Taxes
After the passing of a loved one, particularly if they are of an older age upon their passing, it is not uncommon that you might be the...
Kayla Graben
2 min read
4 views
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Probating a Last Will and Testament: Alabama Edition
In reality, the probate process in any state could fill up an entire book, but this blog post will (hopefully) give you a general...
Kayla Graben
2 min read
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The Benefits of Probate Avoidance
I have found that many people mistakenly believe that having a Will allows their loved ones to avoid probate court, which is simply not...
Kayla Graben
2 min read
10 views
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Life Estate Deeds: What You Need to Know
The term “life estate” often comes up in discussions of estate planning and Medicaid planning, but what exactly does it mean? A life...
Kayla Graben
2 min read
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Probating a Will: What are "Letters of Testamentary"?
It’s a common misconception that some people assume if they are in possession of someone’s Will, and especially if they are the named...
Kayla Graben
2 min read
7 views
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Inheriting an IRA Account: What You Need to Know
After the passing of a loved one, particularly if they are of an older age upon their passing, it is not uncommon that you might be the...
Kayla Graben
2 min read
8 views
0 comments
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