1. What and How the Assets would go and where | Meeting with clients.

    What and How the Assets would go and where | Meeting with clients.

    31
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  2. If I give a Power of Attorney will that limit me?

    If I give a Power of Attorney will that limit me?

    3
  3. Should I place my Last Will & Testament into my safe deposit box?

    Should I place my Last Will & Testament into my safe deposit box?

    2
  4. What is an estate plan and who needs it?

    What is an estate plan and who needs it?

    6
  5. A Last Will won’t help you in certain situations

    A Last Will won’t help you in certain situations

    16
  6. Will, Trusts and powers of attorney are really important!!!

    Will, Trusts and powers of attorney are really important!!!

    10
  7. How do I plan my estate for my unmarried partner?

    How do I plan my estate for my unmarried partner?

    9
  8. Why would a person file a Cross-Petition in a Guardianship case?

    Why would a person file a Cross-Petition in a Guardianship case?

    6
  9. The Last Will is lost and I think my Uncle destroyed it.

    The Last Will is lost and I think my Uncle destroyed it.

    8
  10. I'm Young, Do I Need an Estate Plan? The Surprising Benefits

    I'm Young, Do I Need an Estate Plan? The Surprising Benefits

    22
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  11. A Trust provides for a stepped up basis

    A Trust provides for a stepped up basis

    3
  12. Inherit Love: Estate Planning for Loved Ones

    Inherit Love: Estate Planning for Loved Ones

    3
  13. How to Plan for Heirs of Your Children?

    How to Plan for Heirs of Your Children?

    3
  14. Shield Your Legacy: Protect What Matters Most

    Shield Your Legacy: Protect What Matters Most

    2
    0
    38
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  15. Can you transfer a property with a mortgage into a trust?

    Can you transfer a property with a mortgage into a trust?

    12
  16. 9 children, 19 grandchildren and 8 great grandchildren

    9 children, 19 grandchildren and 8 great grandchildren

    3
  17. How to Protect Yourself Against Disability.

    How to Protect Yourself Against Disability.

    2