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Navigating the Probate Process (Part 2 of 2)

Navigating the Probate Process (Part 2 of 2)

March 8, 2016 Wescott Blog

For the second part of our two-part blog on probate—the identification, gathering and distribution of a deceased person’s assets—we’ll examine what assets are subject to the process.

Generally, assets that will be included are those that were owned solely by the decedent at the time of his or her death, an

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Navigating the Probate Process (Part 1 of 2)

Navigating the Probate Process (Part 1 of 2)

February 23, 2016 Wescott Blog

Even with a will, probate (the identification, gathering and distribution of a deceased person’s assets) can be a confusing and daunting process. We’ve decided to devote our next two blogs to walking you through this challenging task that comes during an emotional time.

This week, we’ll talk about paperwork – wher

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Five Ways to Refine a Blended Family’s Estate Plan

Five Ways to Refine a Blended Family’s Estate Plan

February 9, 2016 Wescott Blog

With many people marrying two or three times over the course of a lifetime, blended families—a couple and their children from previous relationships—are rapidly redefining the traditional nuclear family. As family dynamics become more complex, so do the intricacies of creating an estate plan.  While the details of each family&rsquo

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Why Millennials Should be Thinking About Retirement Now

Why Millennials Should be Thinking About Retirement Now

January 12, 2016 Wescott Blog

When the Millennial generation retires, they will have paid off a larger average student loan debt than any previous generation and will receive less financial support for retirement from their employers and their government than those who went before them.

Employers are pulling back on retirement benefits and the current embattled state

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New Law Makes Some Tax Breaks Permanent

New Law Makes Some Tax Breaks Permanent

December 23, 2015 Wescott Blog

President Obama has signed into law the Protecting Americans from Tax Hikes (PATH) Act of 2015, ending the annual end-of-year uncertainty surrounding several tax breaks that were approved on a temporary basis.

There are two components of the act that we find most beneficial.

Qualified Charitable Distributions (QCDs) made

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