Tag Archives: Settling an Estate



Our Weekly Tip: Protect Your Family Against Fraud After A Loved One Dies

Notify credit cards companies and credit reporting agencies to protect beneficiaries

Our Tip of the Week: Even when a death is expected, there is always a lot of paperwork and communication that needs to take place when you’re settling a loved one’s estate. Collecting their mail will let you know which … Continue reading

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Our Weekly Tip: Before Death: Estate Planning

How can you ease the uncertainties that can arise with settling an estate?

3 Tips to Keep in Mind During Estate Planning: 1) Gain Clarity: Understand what will need to be managed with this particular estate. Debt? Bank accounts? Real estate? 2) Embrace Proactivity: Many believe that estate planning shouldn’t be a concern … Continue reading

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Our Weekly Tip: New Year — New Estate Plan?

Make it an annual tradition to go over your estate plan -- you may be surprised at the changes you'll make!

Our Tip of the Week: Making a good estate plan means being aware of the changes happening in your life. An estate plan is certainly subject to evolve due to those changes — but you have to make sure you’re … Continue reading

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Our Weekly Tip: Estates, Spouses and The Limits of “Tax Free”

A few things to consider about leaving a portion of your estate -- tax-free -- to a spouse

Our Tip of the Week: Everything you leave to a spouse after you die is tax-free – which, naturally, means a big tax break. But your children may end up paying the price, what with your foregoing the ability to … Continue reading

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Weekly Tip: Negotiation for After Death Plans

What does it cost you to make sure your post-death plan fees aren't too high? Only a bit of gall and negotian motivation

Weekly Tip: Planning for Death and Negotiating Your Estate Fees It can be hard to speak up for yourself when creating your post-death plans. But, in sharing her estate planning experience, a woman named Jody Roth explains why one of your … Continue reading

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Estate Planning: Tips for Every Age

Young or old, parent or grandparent, you can learn the ropes of estate planning at any age

3 Tips for Estate Planning at Every Age: 1) As a Grandparent: Reflect without Fear Are you content with your plans? Do you feel you’ve properly communicated with your loved ones? This is your time to reflect. Consider final questions … Continue reading

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