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Neal Bartlett

Can a Non-U.S. Citizen Create an Estate Plan?

The United States has experienced a surge in immigration since 1970, and there are now approximately 45 million foreign-born people living in the United States. Some of them have become U.S. citizens, but many non-citizens live in the United States as well. In 2019 alone, approximately 1,031,000 foreign nationals obtained lawful permanent resident status. It is not only permissible, but essential for those individuals, like U.S. citizens, to have estate plans in place. There are a number of special issues non-citizens may need to consider.
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Neal Bartlett

Estate Planning Considerations for Restauranteurs

If you are a restaurant owner, like most other small business owners, you have many demands on your time. Nevertheless, it is very important for you to set aside some time to create an estate and business succession plan: If you become ill or suddenly pass away, who will run the business in your stead?
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Neal Bartlett

Choosing a Gift to Give to Charity

If you are considering making a donation to a public charity, you are not limited to donating cash. Depending upon your financial situation, giving objectives, and the needs of the charitable organization, certain accounts or pieces of property may be better suited for donation to the charity.
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Neal Bartlett

Reconsidering Your Role In Others' Estate Planning (How to Say No)

It is important to think carefully about your ability or willingness to serve as an executor or trustee for someone else. If a family member or friend has asked you to serve as the executor of his or her estate or as trustee of a trust he or she is creating, there are a number of factors you should consider before accepting either of these important roles.
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Neal Bartlett

Writing Your Own Obituary

An obituary can be much more than just a dry announcement of the time and location of your funeral or memorial service. You might want to consider writing yours yourself.
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Neal Bartlett

All About Ancillary Probate

Many people own property in more than one state. It is important to think about how that property will be handled as you create an estate plan.
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Neal Bartlett

Estate Planning in Age of COVID-19

News about the coronavirus is everywhere, and we have all been affected by it in some way, even if we are currently completely healthy. Although it may seem as though circumstances are spinning beyond our control, we are not powerless. There are steps we can take to protect ourselves and our families, both physically and financially.
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Neal Bartlett

COVID-19: A Reminder of Why Estate Planning is Important

Coronavirus has been all over the news—and with good reason. For some people, it can turn into a serious illness if contracted. Thankfully, for the great majority of people who have contracted the disease, the symptoms appear to be relatively mild.
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