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Prepare With Your Parents in Advance for Their Future

Plan Ahead. Don’t Wait, for an Emergency. That sounds like something your mother might say, right? And how often have you wished that you’d followed mother’s good advice? Nobody really wants to think in advance about accidents or illness. But…

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Understanding Why You Might Need Probate

Although probate sounds expensive and complex, it is a standard legal procedure which formalizes how some assets pass from decedents to the heirs or beneficiaries of their choice. Whether or not you require probate depends on the type of property…

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Five Estate Planning Mistakes People Make

People spend the first half of their lives trying to achieve financial security and the second half of your life trying to maintain it. This adage is why many people spend substantial time and effort maximizing their legacy goals in…

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communicating estate plan to family

Discussing Your Estate Plans With Family

A comprehensive estate plan is vital to achieve a successful transfer of wealth to your loved ones. However, many of us often overlook the crucial part of communicating our estate plan to family and heirs. Even with a thorough and…

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estate plan wealth transfer

Preserving Wealth and Your Estate Plan

Careful planning is vital if you wish to protect your inheritable legacy so that its aggregate will exist for future generations. There are always generational differences of opinion as to how best to live and behave in the world. Millennials…

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