Estate planning requires us to do something today that hasn’t happened yet.
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While we encourage you to sit down with a legal professional, we also want to provide some general guidelines you can think through independently. Estate
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Conversations about estate planning, though difficult, provide clarity and prevent conflicts. If you are a business owner, there are three estate planning
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Putting it off and dying “intestate” may not be the legacy you want to leave your loved ones.
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Specific questions to help frame your thinking as you talk to your heirs.
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Make sure you think about potential disruptions and plan ahead of time.
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Creating an estate plan is a key component of achieving financial wellness.
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I have seen my share of client-drafted wills. While most people opt to have a lawyer draft their last will and testament, there is no requirement that an
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A well-structured estate plan can be invaluable to you and your family.
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There are a number of different life insurance products and features to consider when evaluating plans.
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There was a little something for everyone in the ‘Setting Every Community Up for Retirement Enhancement’ (SECURE) Act, a piece of bipartisan legislation that
