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Wills

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

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 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 Includes More Than a Will

The term ‘estate planning’ conjures specific ideas about leaving assets to heirs, fighting over Mom’s jewelry and lengthy entanglements with the probate court. Read more

When to Update Your Will

Updating your will is not just a one-time event. It’s an ongoing process that ensures your estate plan remains relevant and effective. In this article, we’ll delve into the times when you should update your last will and testament and the reasons that can make it necessary. Therefore, if you’re someone who can make a difference through charity or simply want to ensure that your estate planning documents are up-to-date, read on! Why Should You Update Your Will? Your will is a reflection of your wishes at a particular point in time. However, as life evolves, so might your desires… Read more

Estate Planning Myths Debunked

In my experience, estate planning is one of the areas of personal finance with the most widespread confusion. Unfortunately, this can lead to costly mistakes in time, money and stress on people’s families. Read more

Where Should I Store My Will

Aretha Franklin did what she was supposed to in drawing up a last will and testament, but a crucial mistake left her multimillion-dollar estate in chaos. Read more

What Happens When the Second Parent Passes

However, settling the second spouse’s affairs was more complex, even with advance planning. Everything from wills to banking to tax returns became more complicated. Read more

Do You Need a Trust Fund or a Will Or Both

Estate planning involves both trust funds and wills to help ensure the smooth transition of assets to your beneficiaries. Read more