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The 9 Biggest Estate Planning Mistakes to Avoid
Avoid these common estate planning blunders to save your heirs time and money and prevent unnecessary friction between family members.
Conservatorship: What It Is and How It Works
Google “Britney Spears” and “Brian Wilson” and articles about conservatorship will likely pop up. This post discusses how conservatorship works and much more.
Common Estate Planning Questions, Answered
Curious to learn the difference between a will and estate plan or if estate planning fees are tax deductible? This article answers these questions and more.
How to Safeguard 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?
The Importance of Updating Your Retirement Account Beneficiaries
If you have a retirement account or life insurance policy, it’s crucial to stay up-to-date with your list of beneficiaries.
Splitting an Inheritance Between Your Kids
In this post, we’ll share strategies you can use to divide your assets without dividing your family.