Timeshare Estate Planning

07 Sep Timeshare Estate Planning

What is a Timeshare? A timeshare is a property, typically a vacation property, where multiple owners share a right to use the property. Usually, most timeshare owners buy a right to use the property during an allocated week of the year. It is important to remember...

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25 May Generation Skipping Tax

Generation Skipping Tax The Generation Skipping Tax (GST) is a tax that is levied against gratuitous transfers of property during life or at death that exceed the certain exemption limit and the transfer is to a person who is two or more generations below the grantor...

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Family Caregiver Compensation Guidelines

24 Nov Family Caregiver Compensation Guidelines

Family Caregiver Compensation Guidelines As large segments of the American population grow older, they will require increasing levels of care and assistance in their daily lives. These Americans and their families will have to make decisions about what care is right for the person and who...

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Power of Attorney

23 Nov FAQs About POAs

FAQs about POAs Power of Attorney documents are important tool in the estate planning process. However, many people who are declared agent’s for another person do not know what responsibilities and powers this duty comes with. What is a Power of Attorney? A Power of Attorney is a...

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29 Jul Intestate Succesion

Intestate Succession Intestate succession or intestacy refers to the process a probate court goes through to administer the estate of a decedent who has died without executing a valid will. This occurs when an individual dies without writing a will or the will they have is...

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Digital Estate Planning

29 Jul Digital Estate Planning

Digital Assets After Death Digital estate planning is a way to plan for your death and determine what happens to your assets after you die. Because many people are uncomfortable with thinking about their death, essential estate planning steps are never taken or enacted. However, with...

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Wills, Trusts, and Estate Planning

14 Jul Estate Planning Frequently Asked Questions

Frequently Asked Questions About Wills, Trusts, and Estate Planning 1. What is a Revocable Living Trust? A Revocable Living Trust is a popular alternative to wills and other estate planning tools. A Revocable Living Trust helps you maintain control of your assets while you are living and...

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14 Jul Business Probate Nightmares

Business Probate Nightmares For many business owners, the future planning of their business falls into budgeting, inventory orders, and new product development. However, business owners need to include estate planning in their future planning of their business. Failing to properly plan for your business after your...

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23 Dec Estate Planning Year-End Checklist

  The Holidays are here! In our family, the Holidays are the busiest time of year. They are filled with family gatherings, holiday parties, shopping, gift giving, more shopping, and estate planning. Yes, estate planning. While estate planning may initially be the...

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18 Jul Updating a Will after Divorce

Divorce is not something people expect to occur in their lifetime, but unfortunately divorce happens to many married couples. The divorce process can be painful or painless depending on the relationship an individual may have with their ex-spouse. But in either case, there are documents...

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