Duties of an Executor of a Will
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Duties of an Executor of a Will

One of the tasks of creating a will is that the creator needs to name an executor and a backup executor. When the subject of the will dies, the executor is charged with making sure that all the wishes of the deceased are carried out properly. Depending on the complexity of the estate and/or how organized the deceased was, the job of an executor can be quick and easy or time-consuming and difficult. This should be a factor when considering whom you ask to play that role.

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How Hurricanes Answer the Question, “Should I Have an End-of-Life Plan?”
Financial, Legal, Mental/Emotional/Spiritual, Practical Prepare Your Affairs Financial, Legal, Mental/Emotional/Spiritual, Practical Prepare Your Affairs

How Hurricanes Answer the Question, “Should I Have an End-of-Life Plan?”

Tropical storm Hilary hitting California is a reminder that disasters can strike anywhere at any time. It should also serve as motivation to have our affairs in order through end-of-life planning to protect family members from unnecessary hardships when an accident or illness impacts your family.

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Living Trusts versus Wills
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Living Trusts versus Wills

Wills and trusts are two legal documents that are used in end-of-life planning. In some cases, both may be needed to properly get your affairs in order. In other situations, one or the other may suffice and/or be advantageous over the other. While the goals of each are similar, how the goals are accomplished through each of these legal instruments is different.

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"I've Got the Power"...of Attorney
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"I've Got the Power"...of Attorney

It is important to understand the concept of “power of attorney.” Various versions of this legal document are recommended as part of your end-of-life planning.

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Estate and Game Plan
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Estate and Game Plan

Many people often use the term “estate plan” and “will” or “living trust” interchangeably, but they are, in fact, different concepts.

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The Estate Planning Time
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The Estate Planning Time

Just because we don’t have large and expensive kinds of assets, doesn’t mean we don’t have an estate and a need for estate planning. In this week’s blog, find out what an estate plan is and how you can get started.

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