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Articles

Five Steps You Need to Take in Order to Manage Your Estate Planning Appropriately

No Comments Estate Planning

Planning ahead for your own future can be difficult because many people do not want to come to terms with their own mortality. It can be even easier to skip out on the estate planning process if you believe that you do not have the wealth necessary to warrant these documents. However, to ensure that […]

What Role Can a Financial Advisor Play in Your Estate Planning Process?

No Comments News & Updates

Estate planning is a comprehensive process that may involve multiple professionals who can assist you with determining the right strategies for planning ahead for your future. A good financial advisor is someone that you will need at some point in your life and the estate planning process is a great opportunity to identify one if […]

The Dangers of an ‘I Love You’ Will

No Comments Advanced Planning

In the event that you want to ensure that your spouse gets access to your wealth after your death, this may be referred to as an ‘I love you’ will. In this situation your spouse will receive the assets outright and it will initially appear as if those assets will be handled according to the […]

Using a Trust with Special Purpose Language in Order to Protect Your Beneficiaries from Themselves

No Comments Estate Planning

There are many different situations in which you may want to put together a trust that helps to protect your beneficiaries from hurting themselves in the future. Some examples include children who are struggling with addiction, those who are spendthrifts and individuals suffering from mental illness. As a parent, there’s no doubt that you have […]

New Study Shows That 6 Out of 10 Adult Americans Don’t Have a Will

No Comments News & Updates

It’s never easy to think about the potential end of your life and putting together a will and other end of life documents. However, it’s a great idea to incorporate this into your long range planning as it could help to protect your heirs and give you peace of mind about the future. Practically every […]

Disconnect Between Parents and Children on Estate Planning: New Study

No Comments Estate Planning

Most people recognize what estate planning covers in a basic sense, but plenty of research shows that people have trouble following through on developing their own estate planning documents. A new study also shows that there’s a lack of communication or understanding across generations as well. The study from Fidelity identified that many American families […]

Blended Families and Estate Planning: Looking Ahead

No Comments News & Updates

While estate planning is important for everyone, it’s extremely important if you have a blended family. One of the biggest reasons for this is that blended families are much more likely to have complicated issues and it’s a situation in which small mistakes can become big ones if you don’t plan ahead properly. It’s important […]

What You Should Know About Revoking Your Will

No Comments News & Updates

One of the most common ways for a will contest to emerge is to have a track record of changing or revoking your will. This is not to say that you cannot update materials you’ve put together previously, but simply that you should do so with care. Your will should be reviewed on a regular […]

What You Should Know About Revoking Your Will

No Comments Advanced Planning

One of the most common ways for a will contest to emerge is to have a track record of changing or revoking your will. This is not to say that you cannot update materials you’ve put together previously, but simply that you should do so with care. Your will should be reviewed on a regular […]

Do You Have a Complete Estate Planning Strategy?

No Comments Estate Planning

These days, the basic will simply won’t cut it for the vast majority of people approaching their estate plan. This is especially true for those individuals who have amassed wealth over the course of their lifetime. A comprehensive estate planning strategy includes multiple components beyond planning for your assets to be passed on to another […]

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