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Category Archive

Below you'll find a list of all posts that have been categorized as “Estate Planning”

Would $23,000 Make a Difference to You?

Tony Cline August 11, 2024 Estate Planning Leave a Comment

Imagine discovering thousands of dollars that belong to you, only to be told you can’t have it. This frustrating scenario became a reality for a woman named Dale Benerofe, a Georgia resident, when she found $23,000 in unclaimed property from …

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Estate PlanningTrustswill

Would You Make This Million Dollar Mistake?

Tony Cline August 4, 2024 Estate Planning Leave a Comment

Imagine this: You’re in your twenties, just starting your career. You fill out a form at work, naming your live-in significant other as the beneficiary of your retirement account. You start contributing to your retirement account, and it begins to …

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BeneficiariesEstate Planningwills

Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers

Tony Cline July 28, 2024 Estate Planning Leave a Comment

For the last few weeks, we’ve discussed celebrities and how they planned for their deaths. We started with the King of Pop, Michael Jackson, so ending our 4-part series with the King of Rock, Elvis Presley, seems fitting. You may …

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Estate Planningwills

Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter

Tony Cline July 21, 2024 Estate Planning Leave a Comment

For the last two weeks, we’ve discussed celebrities and how they planned (or didn’t!) for their deaths. In this third installment of our four-part celebrity series, we discuss a topic that no one wants to think about as it may …

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Estate PlanningIncapacityPower of attorneyTrusts

Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts

Tony Cline July 14, 2024 Estate Planning Leave a Comment

This week, we’re continuing to look at the lives of 4 celebrities and how they’re preparing for the inevitable (or didn’t!). Last week, we examined Michael Jackson’s planning and the holes in his plan that resulted in his family being …

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Estate PlanningTaxesTrusts

Celebrity Estate Plans Series: Michael Jackson 

Tony Cline July 8, 2024 Estate Planning Leave a Comment

What is it about celebrities that always draws us in? For whatever reason, we just can’t resist a good, juicy celebrity story. Maybe it’s because we can relate in some way, or maybe we feel like we can’t relate and …

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Estate PlanningTrustswills

Value Freedom? Here’s Why an Estate Plan Is Your Declaration of Independence

Tony Cline June 30, 2024 Estate Planning Leave a Comment

As you celebrate the Fourth of July and all it represents – freedom, independence, and the pursuit of happiness – take pride in the ultimate American liberty: the right to decide your own affairs, even after death or in the …

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Estate PlanningTrustswills

Estate Planning Pitfalls – 3 Mistakes That Could Make Your Estate Plan Worthless

Tony Cline June 23, 2024 Estate Planning Leave a Comment

Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain privacy, and distribute your assets to your loved ones while also providing them with a lifetime of asset protection, if …

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Estate PlanningTrusts

Hiring a Lawyer: Hourly Billing vs. Flat Fees

Tony Cline June 10, 2024 Business, Estate Planning Leave a Comment

Trying to find the right lawyer to help with legal matters, especially if you are under the gun in a crisis situation, but even if you aren’t, can often feel like navigating uncharted waters. You want to find an attorney …

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BusinessEstate PlanningFlat Fees

Protecting Your LGBTQIA+ Family: A Pride Month Guide to Estate Planning for Non-Biological Parents

Tony Cline June 2, 2024 Estate Planning Leave a Comment

As an LGBTQIA+ non-biological parent, June’s arrival sparks a flurry of Pride celebrations reminding you of the remarkable progress the community has made, while also shining a light on the ongoing fight for full equality. One area where you may …

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Estate Planningparentswills
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