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estate planning

There’s no single path for everyone to follow. However, you might consider establishing a trust, which offers some key benefits. Read more

Many people think that estate planning and writing a will are the same. However, one is actually just part of the other. Read more

2022 has been a tough year for many seniors, but the outlook for 2023 shows some potential ‘silver linings.’ Read more

Estate planning is a critical aspect of financial planning, and it’s not just for humans. Pet owners can benefit from estate planning too, ensuring that their beloved animals are taken care of in the event of their death or incapacitation. Here are some essential things to consider when creating an …

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At any given time, the average American maintains between 30 and 50 online accounts. These may be with banks, financial institutions, utility companies, email providers, social media outlets, commercial shopping or travel sites and accounts unique to technology, such as an account to purchase apps for a smartphone. Read more

Don’t leave your family to fight over your belongings if something happens to you. Having a plan in place can help them grieve in peace. Read more

Safeguarding legal documents and providing access to this information is a big consideration in your caregiving plan. Read more

The misconception that estate plans are only for wealthy individuals often prevents people from putting a plan in place. However, having an estate plan is beneficial for anyone. Read more

Estate Planning Basics

Ideally, when someone passes away, the paperwork and material concerns associated with thedeceased’s passing are so seamlessly handled (thanks to excellent preparation) that they fadeinto the background, allowing the family and other loved ones to grieve and remember thedeceased in peace. In fact, the whole business of estate planning—or at …

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court and estate

No one wants unnecessary court involvement in their life. But without careful and proactive estate planning, chances are that some aspect of your estate will end up being decided there. Here are two of the most common ways court proceedings can make their way into the management and distribution of …

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