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DATE: 03/09/2022By: Tremer & Tremer, P.C.

Can You Set Up a Trust After Death?

In estate planning, the use of trusts to manage the distribution of assets is becoming increasingly more common. However, for many people, the idea of setting up a trust during his or her lifetime is overwhelming and perhaps even unnecessary.
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DATE: 03/08/2022By: Tremer & Tremer, P.C.

Does Marriage have an Impact on a Will?

Being married is significant both for a married person’s lifetime estate planning and subsequent administration of the estate at death. Important rights and responsibilities exist between married persons.
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DATE: 02/25/2022By: Tremer & Tremer, P.C.

Should I Delay Claiming Social Security?

When you begin claiming affects how much money you get from the program, and once you're receiving checks, it's difficult to undo your decision.
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DATE: 02/24/2022By: Tremer & Tremer, P.C.

Do Your Will and Estate Planning Documents Need to Be Updated?

It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.
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DATE: 02/21/2022By: Tremer & Tremer, P.C.

Why Should I Have a Living Will?

As a review of terms, a will is a legal document that specifies how a person’s estate should be handled only after that person’s death. A living will has nothing to do with how your “things” like property, money, jewelry, etc. are to be distributed. Unlike a will, it is, in fact, a document that comes into play while you’re still alive.
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DATE: 02/16/2022By: Tremer & Tremer, P.C.

Write a Letter of Instruction for Loved Ones

Executors can use additional information in administering estates, especially if the executor is unrelated to the decedent.
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DATE: 02/16/2022By: Tremer & Tremer, P.C.

What Assets Should Be Considered when Planning an Estate?

From digital assets to financial accounts to sentimental items, here’s what to think about to make sure your loved ones have access to everything they need when you pass away.
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DATE: 02/16/2022By: Tremer & Tremer, P.C.

What Should Not Be Included in Trust?

A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries and it can significantly reduce the headaches of probate.
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DATE: 02/16/2022By: Tremer & Tremer, P.C.

What are Common Mistakes People Make with Living Trusts?

Of course, just because you have a living trust doesn't mean you are all set. Here are a few of the most common mistakes people make with their living trusts.
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DATE: 02/16/2022By: Tremer & Tremer, P.C.

What Estate Planning Documents Should Everyone Have?

This is a great time to get organized with estate planning—it will make things a lot easier for yourself and your loved ones.
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