What Do I Need To Do Right After a Loved One Dies?

06/15/2011 - The death of a loved one is an emotional and chaotic time.  You may not be thinking clearly and you may not know what to do.  Logistical tasks are probably the last things on your mind, but it is important to know what steps to take immediately after a loved one's death.  This list is for tas...

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Introduction to Estate Planning for Blended Families

06/14/2011 - This website will devote a substantial amount of time to the special estate planning issues involved with blended families.  This post will serve as a short introduction. Divorce rates are high in the U.S., leading to many people entering into second or third marriages. Additionally, people o...

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Special Issues with Joint Bank Accounts During Probate

06/06/2011 - As we know, the probate process only deals with a decedent's probate property (see glossary).  A joint bank account will generally pass to the surviving account holder automatically without assistance from the probate process.  Example:  husband and wife are joint owners of a checking account...

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Power of Attorney Tips

05/30/2011 - A power of attorney is a signed document giving another person the legal authority to act on your behalf with respect to your assets.  The person acting on your behalf is referred to as your “attorney-in-fact,” and is your agent.  You are referred to as the “principal.” Powers of Att...

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The Problem of Owning Real Estate in Other States

05/13/2011 - Let us say you are the personal representative of your father's estate.  Your father lived and passed away in Minnesota.  As you are listing the assets of his estate, you discover that your father owned a small piece of real estate in California and another piece of real estate in Florida.  Y...

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