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Preparing for the Loss of The Family CEO: Part I

Part I:  The Problem In the years I have been doing estate planning, I have observed with almost every couple that one of them has taken the lead with paying the bills, handling bank and utility accounts and, in general, managing the family’s financial, legal,...

Who Should Be Your Successor Trustee?

Who Should Be Your Successor Trustee? If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs, but eventually someone will need to step in for you when you are no longer able to act due to...

The latest target of identity thieves: The deceased

Identity thieves have long targeted a wide variety of potential victims – men, women, senior citizens, even children and babies. Now, a growing segment of identity theft involves deceased Americans. Each year, criminals steal the identities of 2.5 million deceased...