STEPS TO TAKE AFTER THE DEATH OF A SPOUSE

There are many immediate tasks at hand after the loss of a spouse such as notifying their friends, family, and colleagues, making…

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DO YOU REALLY NEED A WILL?

The short answer to this question is “yes.” Everyone who owns anything should have a will. A will puts you in charge…

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WHEN IS A TRUST A GOOD IDEA?

Although many people equate “estate planning” with having a will, there are many advantages to having a trust rather than a will…

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MONEY ISN’T EVERYTHING IN ESTATE PLANNING

How to Pass Your Stories and Values to the Future Generations Money may be the most talked about wealth contained within a…

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ESTATE PLANNING THAT EXPRESSES WHO YOU ARE – 5 THINGS TO TALK ABOUT WITH YOUR FAMILY

You intend to pass along your wealth through your estate plan, but what about your wisdom? Ensuring you accomplish both calls for…

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TOOLS YOU CAN USE TO LEAVE WORDS OF WISDOM TO THE NEXT GENERATION

You come into the world a blank slate, and as you grow, you gain wisdom. You’ve planned your estate to leave physical…

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3 WAYS YOUR TRUST CAN HELP A LOVED ONE WITH MENTAL ILLNESS

When a loved one suffers from a mental illness, one small comfort can be knowing that your trust can take care of…

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ESTATE PLANNING FOR MILITARY FAMILIES

Military families need to consider special estate-planning issues that others do not. This is particularly true when one or more family members…

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SAFEGUARDING YOUR ESTATE PLAN AGAINST THREE WORST-CASE SCENARIOS

Here are three examples of worst-case scenarios with a descriptive demonstration of how a carefully crafted plan can address issues, from the…

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3 DECIDEDLY DUMB WAYS TO LEAVE AN INHERITANCE FOR YOUR CHILDREN

Estate planning offers many ways to leave your assets to your children, but it’s just as important to know what not to do. Here…

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