Making Wills Easy – New Summer Series 10 You now know the secret to giving away your stuff from my last post. Now let me explain the benefits of designated assets. When you bought life insurance, you designated who benefits from your policy. You probably wrote down…
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Making Wills Easy – New Summer Series 7 One DIY will I read stated: “I leave the first ten percent of my worldly goods to God.” I wondered how would anyone arrange delivery? The person’s good intentions were clear. But they could still end up the villain…
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Making Wills Easy – New Summer Series 6 I want to tell you about Alice’s scary will. Wills are legal documents that must comply with formal legal requirements. One small will mistake can force everyone to visit courthouses. Everyone asks judges, “What did your will mean and…
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Making Wills Easy – New Summer Series 5 You may not be famous — yet. But your family still needs to benefit from your will. Never think making a homemade will is okay. Quick fixes can fool you into thinking you solved your problem. But are your…
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Making Wills Easy – New Summer Series 4 Years ago, you made your will, perhaps since you got married, had children or bought your home. You put your will away some place safe. Maybe it is with your lawyer if you used one to prepare your will….
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Making Wills Easy – New Summer Series 3 Maria was a nurse’s aide who married Walter. They lived together in Walter’s house for 17 years before Walter died without a will. Walter owned his house — in his name — after his divorce and had a large mortgage….
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Making Wills Easy – New Summer Series 1 If you died, what would your loved ones do? Friends or family may cry rivers of tears. But everyone will want to know if you left a will. Why? Because without a will no one knows what to do….
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Introduction Do you think you don’t need to make your will? This summer series will help you understand why that is a costly mistake you can avoid. If you think you are not ready to make your will, this summer series will get you in the mood….
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Are you still struggling to make your will without using a lawyer? Think you can do it yourself using an online service. No lawyer is involved online to provide advice. There are only dangers, not advantages, of not using lawyers to make your will. Let me describe…
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Estate trustees have investment duties. These duties are defined by courts, statutes and wills. Executors must invest estate funds as prudent investors. Let’s run through some key concepts. Executors don’t want to be sued personally for breach of trust. My new chapters on investment duties and breach…
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