Diana is a freelance writer that has written extensively in the areas of finance, financial planning and estate planning.

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Probating an Estate Without a Lawyer: A Practical U.S. Guide

Families often ask if they can complete probate without a lawyer. The honest answer is yes—for many straightforward estates. Courts are used to “pro...

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Common Will Mistakes (and How to Avoid Them)

From a probate lawyer’s vantage point, most will problems are preventable. Courts throw out fewer wills for wording than for execution and coordination errors....

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Digital Assets in Estate Planning: Email, Photos, Social Media, and Crypto

Your financial life lives in the cloud as much as in a filing cabinet. Email is the inbox of record. Photos sit in an...

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Transferring Real Estate to a Trust: Title, Insurance, Taxes, and Timing Without the Pitfalls

Moving real estate into a revocable living trust is the single most valuable step in funding because it unlocks probate avoidance and gives your...

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Prepaying Funeral Costs: Pros, Cons, and Safer Ways to Set Aside Money

Families often ask whether they should prepay funeral expenses. The answer depends on what you’re buying and why. Done thoughtfully, pre‑need planning shores up...

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Estate Planning for Unmarried Couples: Wills, Living Trusts, and Powers That Protect Your Partner

Estate planning for unmarried couples is about filling the legal gaps that marriage would otherwise cover by default. Without documents, the law turns first...

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Choosing Guardians for Minor Children—and Building the Money Plan That Supports Them

When parents ask how to choose a guardian, what they really want is confidence—confidence that the right person will raise their children, that bills...

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How to Fund a Revocable Living Trust (with Examples)

Creating a revocable living trust is only half the job. The other half—funding the trust—is what actually delivers probate avoidance, privacy, and smooth successor...

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Estate Planning for Blended Families: Protect Your Spouse and Your Children—Without Litigation

In a second marriage, good intentions are not a plan. If you leave everything outright to a spouse, your children from a prior relationship...

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Why It’s Important to Make a Will

Many people believe it’s not necessary to make a will while they’re young, before they have children, or if they’re not married. There might...

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If I Don’t Make a Living Will, What Happens? Planning for Incapacity

If you don’t make a living will, state law will intervene to determine how decisions regarding your end of life medical treatment are made....

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Advantages of Funeral Planning for You and Your Family

There are several distinct advantages to funeral planning, and indeed planning your own funeral. We will introduce some of these benefits to you below....

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