Clients often do not get proper advice. This can happen when they make their own wills. They do this because they wrongly think: all lawyers are the same lawyers are not necessary a simple online will form is all they need they are not rich and don’t…
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Making a will used to be so simple. Now, if you are elderly, you may need to obtain medical evidence to confirm that you are competent. It’s almost an Olympic challenge. Medals should be awarded to those who succeed. It can be a lot of work to…
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It’s summer and everyone gets invited to a wedding. Did you know that a marriage revokes all wills? There are exceptions for those wills expressly made in contemplation of marriage to a new spouse. In a Second Marriage Marriage creates new property, support and tax rights for…
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Key 5: Stop People from Fighting Over Your Money Jack worked hard to earn his money as the owner of a small printing business. “I can do whatever I want with my money!” he said. Do you think Jack is right? You may not realize that people…
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Key 4: Choose Executors to Handle Your Estate Imagine you have a daughter, Ann, an accountant, who lives far away on the west coast. You have another child, Bob, still living at home with you. Who should be the executor to guard your estate? Should it be…
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Key 3: Quickly Prepare a Proper Will Simon had no clue how to divide up his estate. He was going on a trip to Dallas and wanted to make a will before he left. He wondered, “If I leave $25,000 to Billy and $25,000 to Sally, will…
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Most lawyers will explain to Alex, Jeremy’s father, why his son must wait in reception. Alex’s lawyer must meet with Alex alone so all information remains confidential. Alex must be free to ask questions about his intentions and options without anyone else in the room. The lawyer…
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“It’s important.” Jeremy said to his boss. “I need to take the afternoon off to take my 83-year-old father to see a lawyer to make his will.” When you take a person to a lawyer’s office, you need to understand the legal protocol. Even if you are…
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Do you play any sports? Maybe golf, tennis, or soccer? Each sport is played with a different set of rules. Unless you understand the rules, you cannot win. Similarly, you must understand the rules for protecting your money and family. Unless you understand the fundamentals, you will…
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Welcome to Part 2 of How Estate Smart Are You? Test yourself by selecting True or False for each question. Read the answers below. 6. I can change my will by initialling the changes on the original documents. True □ False □ 7. My spouse…
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