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Estate Planning Tips to Scoop Up for National Ice Cream Month

Different Flavors of Transferring Your Money and Property Outside of Probate It is summertime, and the living is easy. Maybe you spent the day out on the boat, at the beach, or at home relaxing in your most comfortable lounge chair. As the sun sets, you have a hankering for a sweet treat and decide to get some ice cream—a no-brainer in July, National Ice Cream Month. Do you want to eat what is in the freezer or go out? Should you order online or decide at the window? Cone or cup? Dairy or nondairy? What flavor are you craving? You are facing what is known as the “ice

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Adding Toppings to Your Estate Plan

As much as Americans love ice cream, our tastes run pretty plain. Vanilla, chocolate, and strawberry consistently dominate “Top 5” flavor lists.1 When we add toppings, we usually reach for the familiar—sauces, nuts, and sprinkles. Some people go for bolder choices such as candy or cereal, but toppings generally rank lower in importance compared to flavor, price, or portion size. Still, the abundance of available flavors and toppings exists for a reason: People have different tastes and want different things, some simple, others more sophisticated. They may start with the basics, then mix in layers to

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What to Do When a Disability Throws Your Estate Plan into Chaos

As poet Robert Burns mused centuries ago, the best-laid plans of mice and men often go awry. Despite thoughtful effort and a concerted strategy, you cannot prepare for every emergency in life. A car accident, sudden illness, workplace injury, or chronic medical condition can force you to reevaluate the core assumptions you used to plan

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Important Legacy Questions You Should Answer in Your Estate Plan

When beginning any type of planning, you usually start with some preliminary questions. Estate planning is no different. When you begin the process, your estate planning attorney will likely ask about your family members, the accounts and property you own, and whom you want to include in your estate plan. As you dive deeper into

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The Estate of Richard Simmons: Sweatin’ the Small Stuff

Fitness icon Richard Simmons, known for his flamboyant personality, high energy, and trademark attire, passed away in July 2024 following a fall at his Los Angeles home. Because of a legal dispute between his longtime housekeeper, Teresa Reveles Muro, and his brother, Leonard (Lenny) Simmons, the estate of the Sweatin’ to the Oldies star is now

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