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Estate Planning Across St…

Estate Planning Across State Lines

There are a number of considerations to keep in mind when estate planning across state lines. Each state’s laws may be different, and documents that are legally valid in one state may be refused in another. Read More
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Categories: Estate Planning
Wooden blocks spelling Probate and miniature houses with stacks of coins. Visual concept for a blog on options to avoid probate in New Mexico.

Avoiding Probate in New Mexico

If you have ever lost a loved one and had to go through a complicated or stressful probate process to settle their estate, you probably want to avoid putting your family through that. Probate may not be nearly as bad as you expect, and sometimes ther… Read More
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Categories: Estate Planning, Probate
A blended family having an outdoor picnic. Visual concept for a blog discussing estate planning for blended families.

Estate Planning for Blended Families

When you are preparing to marry and blend your family with your new spouse’s, you’re probably not thinking about endings; you’re focused on your new beginning. While your marriage is certainly a time for joy, a bit of planning ahead can make su… Read More
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Categories: Estate Planning
Delegating concept. Wooden figures and arrows. Visual concept for an estate planning blog discussing the role of a Successor Trustee.

Training Your Trustee: What a Successor Trustee Needs to Know

One of the advantages of a living trust is that it allows you to manage, use, and enjoy property during your lifetime with the confidence that, after your death, someone you trust will step into your shoes, managing trust assets and making distributi… Read More
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Categories: Estate Planning
Loving seniors enjoy a tender embrace, capturing their deep connection and affection. Visual for an estate planning blog discussing five essential things your spouse needs to know before you pass away.

Five Things Your Spouse Should Know Before You Die

One of the first things we say to our new spouse on our wedding day is “‘..til death do us part.” But when we say it, we’re not really thinking about what it means; wedding days are more about imagining what “happily ever after” will look… Read More
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Categories: Estate Planning
Happy gay couple posing with their son while making a heart shape with their hands showing love. Family concept for an estate planning blog discussing lgbtq+ estate planning.

Estate Planning for Same-Sex Couples

June is Pride Month, a time to remember and honor the history of the LGBTQ+ community. It’s also a good time, if you are a member of that community, to think about the future—specifically, your estate plan. Estate planning has always been importa… Read More
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Categories: Estate Planning
Hands holding paper cutout multi generation family concept for an estate planning blog discussing tips for talking to your family about your estate plan.

Five Tips for Talking with Family About Your Estate Plan

You already know that you need an estate plan, and if you have taken steps to create one, you probably also know that you should talk to your family about your estate plan. Sometimes, however, that conversation is a difficult one. Estate planning exi… Read More
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Categories: Estate Planning
Compliance word cloud concept, hand writing on chalkboard. Visual concept for a legal blog discussion on the beneficial ownership information (BOI) reporting requirements of the Corporate Transparency Act (CTA)

2025 Beneficial Ownership Information Reporting Requirements

After much legal back-and-forth, the beneficial ownership information (BOI) reporting requirements of the Corporate Transparency Act (CTA) have once again been updated. Here’s what you need to know about whether you are required to report, penaltie… Read More
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Categories: Business Planning
A fun portrait of a multi-generational family members. Visual concept for an estate blog discussing reviewing beneficiary designations to avoid unintended consequences.

Have You Checked Your Beneficiary Designations Lately?

When you think of estate planning, you might think of creating a will or a living trust to distribute your assets after your death. But beneficiary designations are also an important part of estate planning, and one that is often overlooked. If you h… Read More
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Categories: Estate Planning
Office, lawyer or old couple with will, contract or document for retirement funding or compliance. Plan, advisor or married elderly clients with legal form or title deed agreement with life insurance

What is a “Transfer on Death” Deed?

As the saying goes, “You can’t take it with you.” But when it comes to leaving your property to others, there are a variety of ways to do it—some of them easier than others. One option is a “transfer on death” (TOD) deed. As the name sugg… Read More
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Categories: Estate Planning