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Why You Should Update Your Estate Plan After Receiving an Inheritance
Why You Should Update Your Estate Plan After Receiving an Inheritance

Receiving an inheritance can be a meaningful and transformative experience, but it can also create challenges if not handled thoughtfully. Without a clear plan, an inheritor may struggle to manage newly acquired assets, face creditor or tax issues, or lack the financial ...

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Recent Posts
  • Why You Should Update Your Estate Plan After Receiving an Inheritance

    Receiving an inheritance can be a meaningful and transformative experience, but it can also create challenges if not handled thoughtfully. Without a clear plan, an inheritor may struggle to manage ...

    Read More
  • What Is an Inheritor’s Trust and Why Might You Need One?

    If you are expecting an inheritance, an estate planning tool known as a trust may prove useful, depending on your circumstances. Among the numerous types of trusts aimed at fulfilling different estate ...

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  • 8 Smart Ways to Prepare for Your First Meeting With an Estate Planning Attorney

    You have decided to meet with an estate planning attorney to get your affairs in order and ensure that your loved ones are protected. Now that you have scheduled the appointment, it is time to get ...

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  • Incapacity Planning for Business Owners: Who Runs Your Business If You Cannot?

    As a business owner, you have likely considered establishing an estate plan to ensure your company’s continued success after your passing. However, comprehensive estate planning also addresses what ...

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  • Retirement and Estate Planning for Business Owners

    Many employees save for retirement by participating in their employer’s 401(k) plan and maybe even opening an individual retirement account (IRA) or Roth IRA for additional savings. As a business ...

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  • Why Your Estate Plan Must Cover Incapacity, Not Just Death

    While many proactive individuals understand the importance of having a comprehensive estate plan, they often assume that their plan addresses only what happens after they pass away. However, a ...

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