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Estate Planning

Estate planning services refer to the process of managing and distributing one’s assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.

Estate Planning Before You Travel: Why It's Critical

Estate Planning Before You Travel: Why It’s Critical

Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your family and friends. But before you head off on your next getaway, there’s something else you should consider doing that might not sound quite as fun—creating an estate plan.
Why Everyone Needs to Keep Their Estate Plan Updated

Why Everyone Needs to Keep Their Estate Plan Updated

As the world and its laws continue to evolve at lightning speed, everyone needs to keep their estate plans up to date with the ever-changing world around them.
The Benefits Of Obtaining A Power Of Attorney For Elderly Parents

The Benefits Of Obtaining A Power Of Attorney For Elderly Parents

Making important decisions for aging parents can be a challenging task, but having a power of attorney (POA) in place can provide peace of mind, direction and clarity in times of crises.
What Parents of Young Adults Need To Know To Avoid Unnecessary Problems If Their Child Is In a Medical Emergency

What Parents of Young Adults Need To Know To Avoid Unnecessary Problems If Their Child Is In a Medical Emergency

What Parents of Young Adults Need To Know To Avoid Unnecessary Problems If Their Child Is In a Medical Emergency
Keep the Government, Creditors & Lawsuits Away From Your Children’s Inheritance

Keep the Government, Creditors & Lawsuits Away From Your Children’s Inheritance

If you have an estate plan, I'll bet your plan is to leave your assets to your children outright and unprotected by age 35.
5 Reasons Why Price Shopping For The Cheapest Estate Plan Could Leave Your Family With A Mess

5 Reasons Why Price Shopping For The Cheapest Estate Plan Could Leave Your Family With A Mess

Regardless of whether you’re just starting your career or a sophisticated high net worth business owner, it’s likely you don’t know how to compare attorneys, what questions you need to ask, or what to look for when shopping for an estate plan. As a result, most people simply pick up the phone and ask a few attorneys how much they charge for a “Will” or “Trust.”
Will Your Estate Plan Work When Your Family Needs It Most

Will Your Estate Plan Work When Your Family Needs It Most?

Like most people, you likely think estate planning is just one more task to check off your life’s endless “to-do” list.
What You Need To Know Before Agreeing To Be A Trustee

What You Need To Know Before Agreeing To Be A Trustee

Being asked by a loved one to serve as Trustee of their Trust is an honor, but it’s also a significant responsibility—and it’s not for everyone.
4 Common Mistakes People Make on Their Life Insurance Beneficiary Designations

4 Common Mistakes People Make on Their Life Insurance Beneficiary Designations

Investing in life insurance is a foundational part of your overall estate plan, and when done right, it can be the primary way to ensure your loved ones will be taken care of after you are gone.
Revocable Living Trust or Irrevocable Trust- Which One Is Right for You

Revocable Living Trust or Irrevocable Trust: Which One Is Right for You?

You’ve probably heard you need a trust to keep your family out of court and out of conflict in the event of your death or incapacity.

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