Author name: austin

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When Should You Consider a Corporate Trustee for Your Estate Plan?

Choosing a trustee is one of the most important decisions you’ll make when establishing a trust. The trustee is responsible for managing trust assets, handling distributions, and ensuring your wishes are honored. While many people initially think of appointing a family member or friend, there are situations where a corporate trustee—such as a bank, trust […]

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Incorporating Charitable Gifts into Your Estate Plan: A Lasting Legacy of Giving

Estate planning is about more than just distributing your assets to loved ones—it’s an opportunity to reflect your values and make a lasting impact. For many, charitable giving is a meaningful way to support causes they care about while providing potential tax benefits. Whether your goal is to support a favorite nonprofit, fund a scholarship,

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Are Wills and Trusts the Same Thing? Understanding Key Differences in Estate Planning

When planning for the future, you often hear about two important legal tools: wills and trusts. While both help distribute assets after your death, they serve different purposes and function in unique ways. If you’re confused about which option is right for you, understanding the differences between wills and trusts is crucial. What is a Will? A will is a

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Uncomfortable Omitting Children from Your Will? Here’s What to Consider

Estate planning can be emotionally challenging, especially when it involves difficult decisions about who to include—or omit—from your will. One of the most sensitive decisions individuals face is whether to leave an inheritance to their children. For some, the choice to omit a child might feel necessary, but it can also stir feelings of discomfort,

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Estate Planning After Divorce: Essential Steps for Your Future

Divorce is a major life transition that not only affects your emotional and financial well-being but also calls for serious adjustments in your estate plan. Once a marriage ends, it’s essential to reassess your legal documents and financial arrangements to ensure that your wishes are accurately reflected. Estate planning after divorce is an opportunity to

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Are Probate Records Public? Understanding Access to Estate Information

When someone passes away, their assets and estate often go through a legal process known as probate. Probate ensures that debts are paid, and remaining assets are distributed to beneficiaries according to the deceased’s will or, if there is no will, under state law. One common question that arises during this process is: Are probate records

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Understanding Elder Law: The Importance of Estate Planning, Trusts, and Wills

Elder law encompasses a broad range of legal issues that affect seniors and their families. One of the most critical aspects of elder law is estate planning, which includes creating wills and trusts. In this blog post, we’ll explore the importance of estate planning for seniors and the role of trust attorneys in this process.

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Understanding US Federal Estate Taxation for Green Card Holders and Non-Citizens 

Estate planning is a crucial aspect of financial planning, regardless of your citizenship status. However, for green card holders and non-citizens living in the United States, understanding the complexities of federal estate taxation is especially important. In this blog post, we’ll explore how US federal estate taxation applies to green card holders and non-citizens, and

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