planning

What To Do & Ask When Seeking A Professional Advisor

by Jen Santini March 19, 2013 Estate Planning 101

Anytime you are looking to hire a professional advisor (which for purposes of this article shall include, but is not limited to, a financial advisor, attorney, insurance agent, banker and/or accountant), you should do some [...]

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Guns N’ Trusts

by Kevin Rockwell February 20, 2013 Estate Planning 101

If Congress ultimately expands gun legislation, then it could have a profound impact on an individual’s ability to transfer guns to their beneficiaries. Bequeathing a gun in an estate is very different from passing on [...]

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The handy dandy super easy estate planning checklist

by Maggie Green January 17, 2013 Estate Planning 101

Make this your new year’s resolution.  Or don’t.  Either way, these six things should give you peace of mind that your family and friends will not struggle through the probate process. 1. Make a list of [...]

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Long Term Care: Are You Prepared?

by Mike Westling November 5, 2012 Guest Articles

One of the main goals at Epilawg is to help you plan your own epilogue to your life. Many of the posts here discuss passing on what you’ve accumulated during your lifetime to your loved [...]

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Technology Outpaces the Law – Assisted Reproduction

by Jamie Held June 25, 2012 Estate Planning 101

Historically, determining a decedent’s heirs was easy – determine all of the decedent’s living family members on the date of decedent’s death and if decedent’s wife was pregnant on the date of his death, wait [...]

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Economic Update

by J.B. L'Esperance May 9, 2012 Guest Articles

Our good fortune has continued with expanded growth in the markets.  This is typical of an election year and if history is any indication, there should be more of this to come.  The Dow Jones [...]

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Are Equal Shares in Estate Plans Always Appropriate?

by Bobbi Dahlstrom April 23, 2012 Estate Planning 101

I have helped many people draft their estate plan documents and most have been traditional in the sense that they want to be “fair” to their descendants. If there is a spouse all goes to [...]

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Arresting Motion: Estate Planning for Artists

by Christi Cottrell February 29, 2012 Estate Planning 101

Part II: Why? Framing the Issue. “Art is a nation’s most precious heritage. For it is in our works of art that we reveal to ourselves and to others the inner vision which guides us [...]

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Upon the death of a business owning spouse

by Maggie Green January 7, 2012 Estate Planning 101

Below is an illustration (a fictitious one) with three things to consider upon the death of a spouse who owns a business. Henry and Wendy celebrated their 30th anniversary last summer with their two children [...]

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Maximize Social Security Benefits as a Married Couple — Part 3

by Chris Hiestand October 7, 2011 Guest Articles

Minimizing and Managing Social Security Benefit Taxes This is the third and final article of a three-part series to help married couples maximize the total amount of Social Security benefits they will receive in their [...]

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