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Who Should You Appoint for Power of Attorney?

As you plan for any future situation where you may become incapacitated and require someone to manage your affairs for you, power of attorney can be an extremely useful tool. These legal documents can grant broad authority to one or…

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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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How Does a Special Needs Trust Work?

A trust is set up to manage a person’s assets and property, and this trust is overseen by an appointed person. The person or entity who manages the trust is known as the “trustee” and is entrusted with the responsibility…

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Why It Is Best to Have a Will and a Trust

In estate planning, wills and trusts each have specific purposes and unique advantages. Each state has specific laws and regulations governing these legal documents. You can have both a will and a trust; however, the information in each should compliment…

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Guarding Your Child’s Inheritance

Estate planning for the future inheritance of your children and grandchildren should include protective measures to keep assets from disappearing or being claimed by a creditor.  A simple way to achieve inheritance protection is through a trust. A trust can…

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