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Forgot to Transfer Assets to Living Trust

What if your parents had a living trust, but one or more of their assets was not titled in the trust when they died. Now what? Will you have to take their estate through probate? You’ve heard about how probate is expensive and time consuming. Is there an alternative? If the value of the assets not in the trust is less than $150,000, then the estate is considered a “small estate” and…

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Estate Planning and Family

The best way to make sure your estate plan will work is to invest time with your family. Just like investing money yields rewards, so does investing in your family. Most of the family fights over a parent's estate come from dysfunctional families. While no family is perfect, the better the relationships within the family, the more likely the distribution of assets on a parent's passing can go smoothly without conflict.

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