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Estate planning is a process aimed at securing one's assets and ensuring the smooth transition of wealth to beneficiaries. However, lurking beneath the surface of this seemingly straightforward task is the potential for undue influence. Undue influence happens when an...
Serving as executor of someone’s estate is a position of honor and respect. In most cases, people choose someone they deeply trust for this role. As that executor, you may wonder where you should start. It may seem confusing to those new to the role, but it is easier...
Creating an estate plan is just one step in a multi-part process. After you have created the plan, you must then go back and review it periodically. But how do you know when the time is right for an estate plan review? A baseline of reviewing Forbes discusses the best...