Help Keep Your Family from Disputing Your Will or Trust

Worried about family feuds after you pass away? Want to ensure your wishes are followed and not altered after you are gone? Do you want to keep the peace between your children once you are no longer here to play peace keeper? Read on to discover how to best accomplish this goal!

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New Year, New Estate Plan? Probably not, but you should look over your plan.

New Year, New Plan? Not necessarily. But, if you are a part of the growing number of families that have already or want to answer their “What-if” questions, the new year offers a great reminder to review that which you have already done and update it if need be.

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Justin Jeppesen: Really? A Trust Only Costs That Much?

Fear of the unknown, can cause us to hesitate taking action or hiding from that unknown. Because of the legal profession’s nature, most attorneys cannot guarantee you a price for their services. Estate planning is one of the areas that makes a guaranteed price an option. Come check out how much a Trust would cost for you and your family. At least consider how much it would cost to not take action.

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Justin Jeppesen: How Powers of Attorney Can Avoid Future Problems

Whether you have heard of a Power of attorney, health care directive, or living will or not, this post is worth your time. These necessary legal documents are a strategic and necessary part of your estate plan, especially in helping to avoid potential future problems.

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Reverse Mortgages "Creepin' on a Come Up"

If you are 62 years old or older, reverse mortgages can help homeowners access their accumulated home equity without facing monthly payments. Some seniors are using these reverse mortgages to finance their future retirement income. They can provide cash when other retirement income sources fail to adequately finance their needs. This home equity can be a large part of an owner’s net worth, which makes it valuable in the long run. However, when providing a bequest to heirs by allowing them to sell your home, a reverse mortgage can eliminate a majority of the equity in your home. So, it is important to understand exactly how reverse mortgages can fit into your financial future and estate plan.

 

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