Estate Planning

Estate planning is when you make a plan for what will happen to your money and property after you die. For example, you can decide who will get your house, or how your money will be used to help your family.

Learn more about estate planning from our financial advisors below.

May 4, 2024

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I am not a tax attorney, nor do I play one on TV. I am, however, a financial guide who understands the need for thorough, complete estate planning. In recommending. . .

May 4, 2024

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Planning now will go a long way toward helping you have a more peaceful and prosperous retirement. “A couple in their mid-50s purchasing new long-term care insurance coverage can expect. . .

May 4, 2024

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Unlike wills, which are automatically submitted to probate and become public record after your death, living trusts keep your assets from becoming frozen and/or parceled out by a court appointed. . .
May 4, 2024

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Many varieties of trusts exist and it is important to understand how each may affect your desired goals.. . .
May 4, 2024

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Finding the correct attorney for you can be challenging and complicated. It is usually appropriate that the attorney you work with should also be one that you will be comfortable.. . .
May 4, 2024

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Estate planning is really more about making decisions and being organized than it is anything else. Once you undertake the process decisions need to be made and once that is. . .
May 4, 2024

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A living trust is an important tool in financial planning, and it is vital that you are fully informed about all of the details of this, and other legal documents.. . .
May 6, 2024

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A revocable living trust is a legal device that can help protect assets. Revocable living trusts are promoted as an alternative to probate. They can be used to manage your. . .
May 6, 2024

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Most people who choose to prepare advance directives do so to remove any doubt of their wishes in the event of a situation where they may be deemed unable to. . .
May 6, 2024

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Estate Planning is the way to ensure that your assets and property are dealt with in the manner that you choose, even after your death. Along with a will, living. . .

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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