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Things You Can Do to Help Prove You Are Mentally Competent When Executing Your Estate Plan

Posted by ANGELA RICH HARTMANN | Dec 20, 2023 | 0 Comments

Although we would all like to believe that our family and loved ones will honor our wishes as expressed in our estate plan, contests are more common than you might think. Sometimes, a family member does not receive what they thought they would after a loved one passes away. To try to get what they think they are entitled to, they may file a lawsuit alleging that the person who made the will (the testator) or trust (the grantor) was not mentally competent to create it. There is a heightened risk that your estate planning documents will be challenged if you disinherit someone who ordinarily would have received money and property at your death or if you have been diagnosed with a medical condition that will slowly decrease your mental capacity. If a court finds that you did not have the mental capacity to sign your estate planning documents, the documents will be invalidated. Your money and property will be transferred to the people identified by state law, who may not be the individuals you would have chosen.

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Myths About Estate Planning

Posted by ANGELA RICH HARTMANN | Mar 09, 2022 | 0 Comments

Myths about Estate Planning Estate planning can be a very challenging process. While it may not be quantum physics or brain surgery, making the decision to prepare an estate plan forces us to face the fact that is we will not live forever. Avoiding thoughts of our death is one reason estate pl...

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Groundhog Day!

Posted by ANGELA RICH HARTMANN | Feb 02, 2022 | 0 Comments

Take steps to start your Life and Legacy planning today!  Take action to ensure you voice is heard when you are unable to speak for yourself.  Make the decision to protect yourself, your loved ones, your business, your property by design and not by default!

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What is Estate Planning?

Posted by ANGELA RICH HARTMANN | Dec 01, 2020 | 0 Comments

Estate Planning is a term that includes the planning and preparation of documents that will direct how your family, property, health, medical decisions, money, and even pets, are treated in the event of your death, disability or incapacity. An estate plan often includes documents you may...

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