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Reviewing Your Estate Plan: Purchasing a Large Asset

In Estate Planning, How Do You Choose an Executor of a Will? by casalmorenoJune 29, 2016

Purchasing a large asset: Perhaps you are a newlywed couple just returned from your honeymoon? Upon return, your one-bedroom apartment suddenly feels constricting. Or maybe you are a family of four and counting? You realize with another child on the way that you need more space to accommodate everyone’s needs. …

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Is a Simple Will Enough for Me?

In Estate Planning, How Do You Choose an Executor of a Will?, Wills by casalmorenoAugust 26, 2015

A lot of clients come to their initial consultation, and when asked how we can help them, their answer sounds something like this: “I need to get my last will done, I’ve put it off for far too long, I don’t have a large estate so I just need something …

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Titling Property Correctly in Estate Planning

In Estate Planning, How Do You Choose an Executor of a Will? by casalmorenoApril 29, 2015

One of the simplest forms of estate planning is titling property in the names of the owner and the beneficiaries.  If titled correctly, this is a simple and cost effective way to avoid probate court.  However, only if the deed is done correctly with proper language, will the property be …

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Asset Protection and Estate Planning: What You Need to Know About It Today

In Estate Planning, How Do You Choose an Executor of a Will? by casalmorenoApril 15, 2015

You can use estate planning as an asset protection tool.  Asset protection is the steps you take to keep your property from being taken away if a lawsuit is filed against you and you lose.  How can you protect your assets from being liquidated by a judgment creditor? The first, …

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Estate Planning for Newlyweds

In Estate Planning, How Do You Choose an Executor of a Will? by casalmorenoNovember 12, 2014

All month long we will be discussing estate planning for certain individuals. This week we will focus on estate planning for newlyweds. Estate Planning for Newlyweds Marriage is the formation of a new family unit. This is a great time to begin estate planning as most of the time, it …

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Recent Posts

  • Estate Planning for Blended Families: What You Absolutely Must Know
  • What to Know When Selling Your Parents’ Home After They Pass Away
  • Estate Planning Strategies for Non-U.S. Citizens 101
  • Are Your Beneficiary Designations Up to Date? Your Loved Ones Will Thank You
  • POA in Business: Why Your Company Needs a Power of Attorney (and More) ASAP

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