Category: inheritance

Savings Bonds: How They Should Be Dealt With In Your Estate Plan

A savings bond is defined as “a debt security issued by the U.S. Department of the Treasury to help pay for the U.S. government’s borrowing needs.... Read More »

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Unclaimed Property – Its Impact on Estate Administration after Death

For most of us, every penny counts, so it is almost inconceivable that we could have lost track of any money or property. Regardless of how careful we... Read More »

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Time to Clean Up that Estate Plan?

Your estate plan, like your home, periodically needs a thorough polishing. Your life circumstances are constantly changing, and an estate plan that pe... Read More »

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