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Is It Better to Have a Will or a Trust?

Planning for the distribution of your assets after death can be a valuable gift to your loved ones and it can give you ...
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Reasons You Need a Living Will

Most people think of estate planning as the process of having a will and/or trust prepared. While that's an important component ...
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Understanding the Difference Between a Legal Will and an Estate Plan

We often get questions about legal wills and estate plans. We hope to help clarify the difference between a legal will and an ...
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6 Ways To Mine Tax Breaks Year Round

When it comes to tax preparation you want to find and use all the appropriate avenues that help you pay out less and keep more of ...
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What Happens To Your Digital Legacy When You Go?

When developing an estate plan, there are so many elements to worry about that many people end of forgetting a whole category of ...
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6 Misconceptions About Retirement Best Practices

When it comes to retirement planning, many people in the workforce don’t really think about it. They put money into the 401k ...
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Your Essential Estate Planning Documents to Gain Peace of Mind (Part 2)

In a previous post, we discussed two essential estate planning documents that will give you and your family peace of mind, and ...
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Your Essential Estate Planning Documents to Gain Peace of Mind (Part 1)

We know that planning for your family’s future, for after you are gone, may feel daunting on many levels. The reality is, your ...
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The Importance of a Fiduciary: What You Need to Know

When it comes to protecting your assets or ensuring your wishes are carried out when you are incapable of communicating them, you ...
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