Guardianship and Your Estate Plan- How to Protect Yourself

By |2021-01-21T19:15:20+00:00January 21st, 2021|Estate Planning|

In this day and age, there’s always a new scam to beware of, and it seems the elderly tend to be targeted the most. From telemarketing to health insurance scams, there’s always something new to be cautious of. One scam that your estate plan will protect you from is guardianship. Many people think guardianship [...]

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What is Probate and Why Should It Be Avoided?

By |2021-01-14T16:10:38+00:00January 14th, 2021|Estate Planning, Tips|

Overview Out of all the areas of law, probate probably ranks near the top of those that ordinary people would likely to experience during their lifetimes. Though the probate process is commonly encountered by families that have not taken their time to invest in the trust-based estate planning, it is often misunderstood, leading to [...]

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Is It Time To Update Your Estate Plan?

By |2021-01-08T20:21:12+00:00January 8th, 2021|Estate Planning, Tips|

Is it Time to Update Your Estate Plan? We recommend updating your estate plan every three years and reviewing what you have in place once a year. This is easier said than done as it isn’t something that’s always on the top of your mind. At Lexern Law Group, we help our clients with [...]

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Holidays & Estate Planning- The Perfect Time to Talk to Your Family About Your Plans

By |2020-12-21T17:20:59+00:00December 21st, 2020|Blog, Estate Planning, Estate Planning, Tips|

Thinking about the future after you are gone is one of the hardest topics to think about, let alone talk about. You may have your estate plan already in place, but we find so many situations where a family has no idea what their relatives wishes are once they're gone. We are here to [...]

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The Pandemic and Your Estate Plan

By |2020-12-18T15:14:08+00:00December 18th, 2020|Estate Planning, Tips, Uncategorized|

COVID-19 has changed the way the world operates and will for years to come. The pandemic has been a wake-up call for many people to slow down and reevaluate a lot of aspects of their lives. Man people are revisiting is their estate plans. Now is a great time to either look at your [...]

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Estate Planning Tips for the End of the Year

By |2020-12-18T15:12:46+00:00December 10th, 2020|Estate Planning, Tips|

2020 has been quite a year. From the pandemic, politics, and economy, there have been a lot of changes this year. Now that the year is coming to an end, here are some estate planning tips to make the most of the time we have left in what has been a chaotic year. Gifting [...]

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Do You Really Need A Trust?

By |2020-12-03T16:59:25+00:00December 3rd, 2020|Estate Planning, Tips|

Although many people equate an “estate plan” with having a will, there are many advantages to having a trust-based estate plan. While there are other estate planning tools (such as joint tenancy and transfer on death accounts, to name a few) only a trust provides comprehensive management of your property in the event you [...]

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Four Steps To Preserve Your Legacy

By |2020-11-28T08:19:25+00:00November 25th, 2020|Estate Planning, Tips|

What Would Happen If Something Happens to You? When was the last time you thought about how to preserve your legacy or estate plan?  When was the last time you asked yourself – “what would happen if I die or become incapacitated”?  Have you asked yourself – “will my children be protected or will [...]

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Wills vs. Trusts- The Differences You Should Know

By |2020-11-11T19:54:29+00:00November 11th, 2020|Estate Planning, Estate Planning, Tips|

KEY DIFFERENCES BETWEEN WILLS VS. TRUSTS Everyone has heard of wills and trusts. Most articles are written on these topics, however, presume that everyone understands the differences between these options.  In reality, many of us don’t – and with good reason – wills and trusts are rooted in complicated, centuries-old laws. Will. A will [...]

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What the Election Could Mean to Your Estate Planning

By |2020-11-11T19:50:14+00:00October 30th, 2020|Estate Planning, Estate Planning, Federal Law, Tax Law, Tips|

It’s a very busy and distracting time of the year with the fast-approaching holidays and, of course, the election that’s just around the corner. This time of year is always a great time to review any current estate plans you already have in place and with the upcoming election there could be some other [...]

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