Have you written your will or funded any trusts? If so, you may feel that your estate planning duties have ended.But estate planning is ongoing in nature. Once you have drafted your will and set up any trusts, you will periodically need to review these documents and...
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Estate planning tips: What to do immediately after someone dies
On Behalf of Law Office of Barbara J. Dibble | Nov 26, 2018 | Uncategorized
When someone close to you passes away, your head will be swimming with emotions -- especially if you are the one who discovers that he or she passed. You may be panicking because it's so difficult to face this kind of reality. However, it's important to focus and take...
Keep these estate planning mistakes out of your life
On Behalf of Law Office of Barbara J. Dibble | Oct 23, 2018 | Uncategorized
Creating an estate plan is one of the most important things you'll ever do, as this impacts you and your loved ones in a number of ways. Without an estate plan in place, there's no way of knowing exactly what will happen when you pass on.Many people before you have...
Establishing a durable financial power of attorney
On Behalf of Law Office of Barbara J. Dibble | Sep 25, 2018 | Uncategorized
At some point, most of us will need someone to look after our finances, whether due to some serious life event like long-term illness or incapacitation, or merely old age. While this is a practical concern for nearly everyone sooner or later, many people resist making...
Duties and privileges of will executors
On Behalf of Law Office of Barbara J. Dibble | Aug 27, 2018 | Uncategorized
Whenever a person with an estate of any substantial size passes away, it is necessary for someone to take on the responsibilities of resolving the estate. Even in cases where the estate owner took care to plan out their passing and left specific instructions outlining...
Is it time for you to open a Roth IRA?
On Behalf of Law Office of Barbara J. Dibble | Jul 26, 2018 | Uncategorized
Many people find that they simply don't know what estate planning and investment tools are a good fit for them, especially once they consider more complicated strategies and products that include both benefits and restrictions. One of the most commonly misunderstood...
Should you fund an incentive trust for your heirs?
On Behalf of Law Office of Barbara J. Dibble | Jul 1, 2018 | Uncategorized
Some estate-planning tasks require more finesse than others. Such is the case when considering whether to add an incentive trust to your estate plan.Incentive trusts can be a strong motivational tool when they have been properly designed. However, they can be...
Do you need to add a no-contest clause to your last will?
On Behalf of Law Office of Barbara J. Dibble | May 29, 2018 | Uncategorized
You've spent a lifetime building up the assets and possessions you currently have. It's only natural to want to see them allocated in a manner than reflects your wishes and preferences. For many people, their last will or estate plan is also a way of leaving a lasting...
4 critical estate planning tips for retirees
On Behalf of Law Office of Barbara J. Dibble | Jan 12, 2017 | Uncategorized
Certainly, estate planning can be helpful at almost any age, but those who are 65 and older face a greater urgency. They simply don't have as long to craft the perfect plan, and they've had far longer to accumulate wealth and assets that have to be passed on to their...
Engagement and estate planning go hand in hand
On Behalf of Law Office of Barbara J. Dibble | Dec 7, 2016 | Uncategorized
So, you've finally found that special someone that you know you want to spend the rest of your life with. This is generally a time of your life filled with optimism, when looking to the future seems like a joyful thing. Many couples don't want to look too far ahead,...
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