Category: Estate Planning
Estate Planning

Estate Planning Truths: Debunking Common Misconceptions

From who can make decisions for you to whether you need an estate plan, common myths can stand between you and a secure future. Let’s debunk these widespread misconceptions and reveal four essential truths about effective estate planning.

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Estate Planning

Do I Need a Will or a Trust?

Everyone needs a will, a trust, or both. These important tools ensure that your legacy will be carried out according to your wishes and allow you to provide for loved ones after your passing. A properly prepared trust can also help avoid probate.

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Estate Planning

Why a Trust for Your Child Should Mature with Your Child

Like your living, breathing child, the trust you create for them must grow as they do. It should be a flexible, evolving legal tool that matures alongside them, from first steps to first jobs, from childhood to adulthood. You may not always be there, but with the right trust setup and thoughtful updates, your care and protection can be.

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Asset Protection

What to Do When You Do Not Own What You Think You Own

From unrecorded deeds to accounts held solely in a deceased spouse’s name, many people discover too late that what they thought they owned is not legally theirs. When that happens, the fallout can be costly, time-consuming, and deeply disruptive.

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Estate Planning

Ask Your Loved Ones What They Want

The holiday season is right around the corner, and you have likely been shopping for the perfect gifts for your loved ones. You may have been wandering through crowded stores,

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Death

3 Simple Ways to Avoid Probate Costs

The bad news: Going through probate court may lead to various expenses, including fees for attorneys, executors, appraisers, accountants, court filings, and other costs required by state law. The good news: Many costs can be reduced by avoiding probate altogether.

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