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Monthly Archives: March 2024

Probate and estate administration details that TV & the movies get wrong

Probate and Estate Administration Details that TV and Movies Get Wrong

By Andre O. McDonald |

While television and movies provide great entertainment, they are not always factual. Even shows based on real events are not entirely accurate. Creators of television programs and movies will often alter details of a story or situation to provide an enjoyable experience. Because of these widespread embellishments, people often develop misconceptions about many industries… Read More »

What is the executor's role to play in your estate plan?

Demystifying Probate and the Executor’s Role

By Andre O. McDonald |

When creating a last will and testament (commonly known as a will), one of your most important considerations is who to choose to serve as the executor (also called a personal representative) of your estate. But what exactly is the executor’s role? As the name implies, the executor’s role is to execute the instructions… Read More »

First-Party vs. Third-Party Special Needs Trust: What's the Difference?

Who Should Be the Trustee of a Third-Party Special Needs Trust?

By Andre O. McDonald |

Family members with special needs may require assistance throughout their lives. If you want to ensure that a loved one with a disability is taken care of after you are gone, you can help manage resources for them by using a third-party special needs trust (SNT). Also known as a supplemental needs trust, a… Read More »

Why a comprehensive estate plan is critical for ensuring your final wishes are met

Saying Goodbye Is Hard: How a Comprehensive Estate Plan Can Help

By Andre O. McDonald |

When people think about estate planning, they usually focus on who will receive their money and property when they pass away and how it will be received. However, estate planning can also address your end-of-life wishes—the considerations and expenses involved when it is time to say goodbye to your loved ones. The following are… Read More »

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