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Safeguarding Your Legacy with a Living Trust
Living trusts stand out as a versatile and powerful tool for safeguarding assets and ensuring a smooth transfer of wealth to heirs; but is one right for you? Read on to find out.
Updating Your Retirement Account Beneficiaries: Why It’s So Important
If you have a retirement account or life insurance policy, it’s crucial to stay up-to-date with your list of beneficiaries. Read on to learn more about updating inheritors for your accounts.
Splitting an Inheritance Between Your Kids
In this post, we’ll share strategies you can use to divide your assets without dividing your family.
How to Streamline (or Even Avoid!) Probate
The probate process can be very complicated, expensive, and time-consuming for living family members. Here’s how to streamline or even avoid probate altogether.
How to Know If You Should Have a Will or a Trust
Wills and trusts can ensure your assets are smoothly transferred to heirs upon your death and/or mental incapacitation. Which option is right for you? Click here to find out.
Most Adults Don’t Have a Will. Here’s Why You Should.
44% of adults ages 55 and older don’t have a will. In this post, we’ll discuss why you need one and share examples of situations that call for updates to this important document.
Estate Planning Basics: 6 Tools You Need to Know
Before you develop an estate plan, it’s important to understand estate planning basics. Familiarize yourself with these six commonly used tools as a great place to start.
The 4 Most Frequently Made Estate Planning Mistakes
Avoid these common estate planning blunders so that your heirs can save time and money and avoid disputes that ultimately lead to unresolved friction between family members.