Estate Planning

The Role of Life Insurance in Estate Planning

If you were to look at your estate plan first, life insurance may not seem relevant. However, life insurance can be an…

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Planning Your Estate and Updating It Regularly to Avoid Concerns

A lack of a plan leaves your family’s financial legacy to the court’s administration of your state’s intestacy laws. Dying without an…

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The Basics of Making a Will

An estate plan specifies how your property will be distributed when you die and provides instructions regarding how to care for your…

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The Best Ways to Plan Your Blended Family Estate

As a result of inheritance in a blended family, families may feel hurt and inequitably distributed, leading to lengthy legal battles that…

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If the Beneficiary Is No Longer Alive, Who Gets the Inheritance?

What happens to a beneficiary’s inheritance when they die? You may be wondering whether if you leave property to your brother Jim,…

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Helping a Loved One Who Is Aging

A family system’s natural tendency is to provide health care to an aging relative. The love and care many adult children receive…

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Preparing your Estate for your 4-legged children.

Pets are such a blessing in our lives and provide us with unconditional love and they should be here to enrich our lives whether we are 9 or 99. With a little planning we can be sure that we don’t leave them helpless . . .  …

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A Guide for Understanding Wills and Trusts

There are a number of benefits to using both a will and a trust for estate planning. Each state has specific laws…

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The Pitfalls of Beneficiary Designations

Leaving property to your heirs may seem straightforward. You make a will or a trust, you do a transfer-on-death deed for your…

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What Does It Mean to Be a “Fiduciary”?

Your family member or friend may need you to act as their power of attorney. Your person may be planning for when…

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