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estate planning

A living trust won’t be for everyone. However, it can provide big benefits for some. Many people use a living trust for one big reason: avoiding probate. However, there are other reasons you should seriously consider. Read more

You’ve likely heard your friends or family—or even the bank teller, at times—counsel you to add an adult child to your bank account. Read more

You’re not too young, you do have enough assets and don’t you want to make things easier for your loved ones after you pass away? Read more

Can Dieting Slow Aging

Modestly reducing how many calories you consume each day might boost your muscle strength and help you live longer, according to recent research. Read more

Transferring Property to Heirs? Skip Top Five Mistakes

Death is inevitable, but dying without an estate plan is not. Estate planning is a must for property owners, no matter how uncomfortable the subject might make you. Read more

Estate Planning can Protect Beloved Pets

Estate planning, once limited to human beneficiaries, has now extended to include beloved pets in order to provide for their well-being after the owner’s death. Read more

Revocable Living Trust can Help with Planning for Incapacity

While physical disabilities may not impact a client’s ability to manage their own assets, mental illnesses and age-related cognitive impairment can eventually lead to incapacitation and the inability to manage their own assets. Read more

Estate Plan can Ease Anxiety and Confirm Legacy

Preparing for the future supports the causes you believe in and provides peace of mind for you and your heirs. Read more

Estate Planning in Seven Steps

Estate planning is a profound journey that transcends generations, ensuring that your legacy endures with precision and care. Read more

Retirement Planning Mistakes to Avoid

Planning for your golden years is no small feat. A robust retirement plan is a treasure map to comfort and security in your later life. However, the road to a stress-free retirement is often littered with potential mistakes. Identifying common retirement planning mistakes and knowing the mistakes to avoid can save future retirees from headaches and financial instability. Are You Underestimating Health Care Expenses When Your Retire? One retirement mistake made often is underestimating health care costs. It’s easy to overlook long-term care and other health expenses, especially if you’re currently in good health. However, healthcare expenses can deplete your… Read more