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Who Should Be Your Trustee?


When you create a trust, you appoint a trustee of that trust who will abide by your wishes you’ve set forward. Some examples of these wishes can include the following:…

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6 Life Events That Require an Estate Plan Update


Is it time to update your estate plan? A common misconception is that just because you created an estate plan years ago does not mean that you can leave it…

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Estate Planning for Families Who Have Children with Special Needs


Taking care of your family is a priority when you create an estate plan. You want to ensure that all your family members are provided for after your death by…

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What Single Parents Should Know About Estate Planning


Thinking about estate planning can feel like a burden. You never want to imagine unexpectedly passing away and what would happen to your assets or, more importantly, your children. What…

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Estate Planning Resolutions for 2023


Thinking about what happens after you die can be an uncomfortable thing to consider. Oftentimes it’s easy to put-off getting your estate plan done because you’re not planning on passing…

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6 Tips for Estate Planning Over the Holidays


The holidays are a time when families come together. You have time to catch up and talk about the future. Oftentimes, we take a vacation from work and do not…

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6 Things to Consider Before Naming Life Insurance Beneficiaries


Do you have a life insurance policy? If you are thinking about drawing up a life insurance policy, you need to be aware about important considerations when naming your beneficiaries….

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Holiday Travel: Is Your Estate Plan Up to Date?


Many people travel during the holidays, whisking out of the country or off to the beach to escape the cold. Before you leave on vacation, do you have your estate…

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5 Tips for Estate Planning Conversations with Aging Parents


As your daily life goes on, take a moment to think about your parents as they grow older. Do you know if they have their affairs in order? How would…

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Why Estate Planning Is Essential for Divorced Parents


Beneficiaries for life insurance and assets automatically change after divorce. Instead of leaving money to your spouse, you will want to transfer those assets to your children. Many couples forget…

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