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How Tos
How Tos
Pre and Post-Drafting Steps You May Want to Include in Your Practice
Pre and Post-Drafting Steps You May Want to Include in Your Practice
April 6, 2023
How Tos
Transferring a Bank Account vs. Retitling - What's the difference?
Transferring a Bank Account vs. Retitling - What's the difference?
February 27, 2023
How Tos
The 6 Phases of Estate Administration- Phase Six: Estate Closure, Settlement and Final Distributions
The 6 Phases of Estate Administration- Phase Six: Estate Closure, Settlement and Final Distributions
February 7, 2023
How Tos
The 6 Phases of Estate Administration - Phase Five: Distributions
The 6 Phases of Estate Administration - Phase Five: Distributions
February 7, 2023
How Tos
The 6 Phases of Estate Administration - Phase Four: Payment & Taxes
The 6 Phases of Estate Administration - Phase Four: Payment & Taxes
February 7, 2023
How Tos
The 6 Phases of Estate Administration: Phase Three - Asset & Liability Management
The 6 Phases of Estate Administration: Phase Three - Asset & Liability Management
February 7, 2023
How Tos
The 6 Phases of Estate Administration - Phase Two: Asset & Liability Discovery
The 6 Phases of Estate Administration - Phase Two: Asset & Liability Discovery
February 7, 2023
How Tos
The 6 Phases of Estate Administration - Phase One: Estate Opening
The 6 Phases of Estate Administration - Phase One: Estate Opening
February 7, 2023
How Tos
The 6 Phases of Estate Administration - What are they and why they matter
The 6 Phases of Estate Administration - What are they and why they matter
February 7, 2023
How Tos
Disclaimers - What is it, and what you need to know
Disclaimers - What is it, and what you need to know
December 27, 2022
How Tos
What is a 6166 Election?
What is a 6166 Election?
November 11, 2022
How Tos
What is Margin and How Does it impact an Estate Administration?
What is Margin and How Does it impact an Estate Administration?
October 5, 2022
How Tos
Art In An Estate- What To Do
Art In An Estate- What To Do
July 22, 2022
How Tos
What Happens to A Power of Attorney After Someone Dies?
What Happens to A Power of Attorney After Someone Dies?
May 12, 2022
How Tos
§645 Election- What is it and How is it Used?
§645 Election- What is it and How is it Used?
March 2, 2022
How Tos
What is Form 1040?
What is Form 1040?
February 22, 2022
How Tos
How To Obtain an Estate EIN
How To Obtain an Estate EIN
February 11, 2022
How Tos
Step-up in Basis - What is it and how does it work?
Step-up in Basis - What is it and how does it work?
January 17, 2022
How Tos
15 Items to Gather After a Loved One Dies
15 Items to Gather After a Loved One Dies
October 29, 2020
How Tos
How to sell a car directly from an estate
How to sell a car directly from an estate
October 16, 2020
How Tos
How to distribute a deceased person’s car to an estate beneficiary
How to distribute a deceased person’s car to an estate beneficiary
October 14, 2020
How Tos
Lost Car Title? What to do
Lost Car Title? What to do
October 12, 2020
How Tos
How to Transfer Car Titles to a Surviving Joint Owner
How to Transfer Car Titles to a Surviving Joint Owner
October 12, 2020