Monthly Archives: March 2021

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What are some essential documents for an executor?

An older relative may have asked you to serve as the executor for your relative’s estate. Now that your relative has died, the time has come to assume the duties…

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What are your options for trusts?

You feel ready to tend to your estate plan, and you learn about wills and trusts. Do you understand the different trust options? CNN Money describes multiple legal entity types.…

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Should you rely on a “sweetheart will”?

A so-called sweetheart will describe an estate plan in which the first spouse to die leaves everything to his or her surviving spouse. When the second spouse dies, the couple’s…

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