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Feb 6, 20234 min read

Before You Agree to Be a Trustee, Read This!

Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant...

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Jan 29, 20235 min read

4 Common Mistakes Made On Life Insurance Beneficiary Designations

Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your...

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Jan 21, 20235 min read

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 maybe out of conflict in the event of your death or...

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Jan 14, 20234 min read

Why Every Adult Needs a Living Will

When it comes to estate planning and wills, you have a variety of options for legal documents. The most common of these options is a...

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Jan 8, 20236 min read

Creditors and Your Estate Plan

What Happens to Your Debt When You Die? Maybe you’ve wondered about your own debt or perhaps your parent’s debt—what happens to that debt...

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Jan 1, 20235 min read

3 Essential Questions to Ask Before Creating Your Will Online

If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that let you prepare a variety...

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Dec 26, 20223 min read

Checklist: 5 Financial Decisions to Consider Before December 31

This week, before the year ends, consider these 5 financial, retirement and tax actions you may need to take before it’s either too late...

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