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Demystifying Estate Planning & Administration

#unstuckestateplanning, FAQ Heather Hazelwood #unstuckestateplanning, FAQ Heather Hazelwood

Writing a Letter of Last Instruction

When it comes to planning for the future, one of the most thoughtful gifts you can give your loved ones is a clear set of last instructions. These instructions can provide guidance and peace of mind during an emotionally challenging time. A Letter of Last Instruction is a document that provides additional information and instructions to your loved ones and designated decision makers to be read and used in the time leading up to and after your death. Beyond sharing logistics and practicalities, writing a LOLI is an opportunity to share your thoughts and wishes, honoring your life and the impact you've made on those around you. Keep reading to learn about the types of information to include in your LOLI as well as a sample letter to help you get started.

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#unstuckestateplanning, FAQ Heather Hazelwood #unstuckestateplanning, FAQ Heather Hazelwood

FAQ: Can a Trust Protect My Identity?

Can a Trust protect your identity? Let's say you win the lottery. Or you're a celebrity or have a high-profile job (like a politician, a judge, and/or a law enforcement officer). Perhaps you've got a lot of debt. Or maybe you're just a really private person. Whatever the reason, you want to disconnect your name from property that you own. So, can a Trust help you do that? The quick answer is probably not.

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#unstuckestateplanning, FAQ Heather Hazelwood #unstuckestateplanning, FAQ Heather Hazelwood

FAQ: Is adding my adult children to my bank account(s) a good idea for estate planning?

Many clients wonder what to do about bank accounts for estate planning purposes. The best option(s) for you may not be the best option for another person. And it might not be what your friend or family member did (or told you to do). Keep reading for the basics on your options, along with some points of consideration.

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FAQs about Revocable Living Trusts

FAQs about Revocable Living Trusts: What is a trust? What is a revocable living trust? What are the PROs of having a revocable living trust? What are some MYTHS about revocable living trusts? What are the CONS of having a revocable living trust?

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FAQ Heather Hazelwood FAQ Heather Hazelwood

5 Questions about Probate

Have you ever heard anyone talk about 'avoiding Probate' but aren't exactly sure what that means? This week, #unstuckestateplanning is focusing on five common questions about Probate.

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