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I first published a version of the following post back in late 2023. I’d like to report that there has been a huge turnaround and that the majority of adults in the U.S. now have a will. Sadly, of course, that’s not true. The percentage remains steady: fewer than 50%...

I have written about this before, the differences between estate plans and wills for single individuals and those who are married. If you are single and don’t have a will, or it needs to be updated, take a minute and read the following, please. It was originally...

First, if you are in this situation, please accept my condolences. It is one of the most difficult events in life that any of us has to deal with. Yet it is almost inevitable that we have to deal with the death of a loved one during our lifetimes. At a time when you...

I often post about the importance of having a legal guardian appointed for your minor children. This article from AARP, written by Patricia Amend and Andy Markowitz and published on 10/29/24, is also directed to parents of young children. Please read for information...

Sometimes relationships with loved ones dissolve and sadly transition to animosity or worse. It happens. This isn't about how to fix that, but some thoughts on your will (you do have one, right?) if you are in this situation. Be it a spouse, a sibling, adult child, or...

The following article was originally published in Kiplinger back in early 2023. Written by Julia Pham, the information is still relevant. If you anticipate coming into an inheritance soon, you might want to take a look.   "Heirs receiving an inheritance can...

I originally shared this content back in late 2023. Sadly, it looks like things haven't improved much.   If you don't have a living will, please take a moment to read the following to understand why you should. It's easy to get one, and it is a genuine act of...

When was the last time you thought about your estate plan, let alone reviewed it? Probably a while if you are like most individuals. It might be worth your time to read the following article I found online at Motley Fool. Written by Leo Sun, it was published 3/24/26....

You can set up what is called a Bypass Trust (also sometimes referred to as an A/B Trust). It has many uses, one being the protection of wealth from estate taxes. But in this case, it can be used to ensure your assets do not go to your stepchildren. Here are the...