Per Stirpes or Not Per Stirpes

You have a will or a trust in which you leave your property to your family or other beneficiaries when you are gone. As a backup plan, your will or trust should have contingent beneficiaries named in the instance that …

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Wills Guarantee Probate

“Dad’s (or Mom’s) will says I am the sole beneficiary. I took the will to the bank, but the bank refused to give me my money. Why won’t the bank give me my money, when Dad’s (or Mom’s) will says …

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Joint Ownership Fraught With Peril

Many people, including most married couples, use joint ownership of their assets as their own self-made mini estate plan. Sometimes joint ownership works to transfer assets upon death. Quite often joint ownership does not work because a joint owner gets …

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