Beware of Nonlawyers Acting Like Lawyers
Relying on nonlawyers to help with estate planning forms or provide legal advice can pose significant risks.
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Relying on nonlawyers to help with estate planning forms or provide legal advice can pose significant risks.
To avoid becoming a victim of estate planning fraud, it is important to identify the different forms that estate planning fraud may take.
The following are important questions to ask yourself, as the answers are a critical part of creating a comprehensive estate plan.
Asking someone to serve as your fiduciary is not something that you should take lightly, but should be considered as a heavy responsibility.
As a fiduciary, a trustee must protect the trust’s investments and act in the best interests of the beneficiaries.
Know that there are both advantages and disadvantages to revealing private information related to your estate plan with others.
With a proper team of professionals, you can feel secure, knowing that all facets of your future are being considered.
Choosing a group of people you trust for your disability panel to determine if you are incapacitated is super important for your estate plan.
While AI may be able to generate basic estate planning documents, including wills and trusts, there is no guarantee that they will be valid and enforceable.
Harmless Error Statute—A Saving Grace When somebody dies without a legally recognized will, their money and property are typically subject to default state rules that determine who will receive it. To assert control over who will receive their money and property and who will wind up their affairs, many people …
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