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Frequently Asked Questions

Estate Planning

What is the purpose of estate planning and why is it important?

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What documents are needed for estate planning?

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Is estate planning the same as a will?

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Do I need an estate plan?

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What is probate?

Trust Administration

What does a trustee do?

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Business Succession Planning

Why is succession planning important to business?

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Do you need succession planning in a family business?

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What are the benefits of business succession planning?

Premarital Agreements

What is the purpose of a premarital agreement?

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Can a prenup be signed after marriage?

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Can you sign a prenup without a lawyer? No,

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Is a premarital agreement enforceable in court?


Do I need a premarital agreement? 

Private Charitable Foundations

What is a private foundation vs nonprofit?

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What is a private foundation for tax purposes?

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Can a private foundation accept donations?

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What is the difference between a private foundation and a private operating foundation?

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How do you qualify as a private operating foundation?

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