Can You Make Heirs Behave from the Grave?

Posted on November 8, 2021 by shieldsandboris

There are many stories of strange conditions in wills and trusts over time. For example, the German poet Heinrich ‘Henry’ Heine died in 1856 and left his estate to his wife, Matilda, on the condition that she remarry, so that ‘there will be at least one man to regret my death’.

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How Does Probate Work?

Posted on November 5, 2021 by shieldsandboris

There is a general understanding that every adult should have a last will and testament. However, for most people, exactly how that will is used remains a mystery.

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Why Do You Need a Health Care Directive?

Posted on November 4, 2021 by shieldsandboris

A heath care directive is a legal document that lets you express your health care preferences and, if you wish, designate authority to someone to make care decisions for you, if you cannot make them yourself.

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What Happens If You Don’t Name Beneficiaries?

Posted on November 3, 2021 by shieldsandboris

If you’ve had an IRA and a 401(k) for many years, you may occasionally ask yourself some questions: ‘Am I contributing enough?’ ‘Am I still funding these accounts with the right mix of investments for my goals and risk tolerance?

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