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Do I Need an Estate Planning Attorney?

POSTED ON: October 9, 2019 BY: Kyle Krull
Experienced estate planning attorneys are game changers. Not all estate plans are created equal. A DIY plan can be downright dangerous! Mistakes are costly and the stakes are high. You cannot fix these problems after you die. According to a recent Next Avenue article titled “How to Find a Good Estate Planner,” you need to […]
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When Would I Use a Pour-Over Will or Trust?

POSTED ON: October 8, 2019 BY: Kyle Krull
A trust can help you avoid probate, but you still need a "pour-over" will. Trusts are not only for the wealthy seeking to minimize estate taxes. They are useful for bypassing probate, too. Sometimes probate can take a long time and cost a lot of money. It may be worth the extra time and money […]
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Do Childless Couples Need an Estate Plan?

POSTED ON: October 7, 2019 BY: Kyle Krull
Estate planning may look different for childless couples. People do not live identical lives. Some people get married early. Others do not. Some people have enough children to field a football team. Some couples go through life as a team of two. According to a recent Motley Fool article titled “5 Estate-Planning Tips for Child-Free […]
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How Can I Set My Baby Up for Success?

POSTED ON: October 4, 2019 BY: Kyle Krull
New parents need to plan for the future of their baby. You are expecting a baby. It is your first. Congratulations! You are new parents. You are nervous and excited. You want to set your baby up for success. According to a recent U.S. News & World Report article titled “Financial Steps to Take When […]
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How Do Executors Deal with Credit Concerns?

POSTED ON: October 3, 2019 BY: Kyle Krull
Executors will find credit reports helpful in their roles. You have been named as an executor. Your friend or family member has passed away. You know your duties will begin soon. What should you do? According to a recent credit.com article titled “Dealing with a Credit Report for the Deceased,” one of the first things […]
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When Should I Get an Estate Plan?

POSTED ON: October 2, 2019 BY: Kyle Krull
Estate planning is for everyone. Perhaps you are a young adult. Maybe you are married with small children. You could be divorced and remarried. According to a recent Cincinnati Business Courier article titled “Estate planning considerations for every stage of life,” estate planning is always relevant and necessary. Death and incapacity can come out of […]
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Should I Retire in Another State?

POSTED ON: October 1, 2019 BY: Kyle Krull
Choosing where you retire will be influenced by a number of factors. You are nearing retirement. You have so many adventures ahead of you. The big question is where will these retirement adventures take place? According to a recent The Motley Fool article titled “4 Reasons to Relocate in Retirement,” you need to consider a […]
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Beneficiary Designations Should Not Be Overlooked

POSTED ON: September 30, 2019 BY: Kyle Krull
Beneficiary designations are important to estate planning. You are checking off your estate planning needs. You have a last will. You have a general durable power of attorney for financial matters. You have an advance health care directive, which includes a health care treatment directive and durable power of attorney for health care decisions. Are […]
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What Options Do I Have for Changing My Last Will?

POSTED ON: September 27, 2019 BY: Kyle Krull
There are a few ways to change will. You are considering changing your will. Perhaps your spouse died or you are now divorced. Perhaps you have added more children to your family. Maybe you need to address new laws within your state or at the federal level. Periodically changing your will is not unusual. In […]
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How Can I Help My Aging Parents with Their Financial Matters?

POSTED ON: September 26, 2019 BY: Kyle Krull
Your aging parents may need assistance with financial matters. Your parents are getting older. As such, they are starting to forget little things. These little things could become a bid deal if they involves their finances. According to recent ABC7 On Your Side story titled “Six tips for managing an elderly parent’s finances,” adult children […]
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