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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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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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A Guide for Understanding the Probate Process

Probate is the legal process of handling the estate of someone who has passed, where an executor assists in the distribution of the assets, clearing any debts, and finalizing any taxes owed in accordance with the will. To begin probate, a…

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How to Include Cryptocurrency in Your Estate Planning

According to Florida Today, 46 million Americans own the well-known crypto asset, Bitcoin and the number of people owning cryptocurrency is growing steadily. Bitcoin was created in January 2009 by Satoshi Nakamoto as a peer-to-peer electronic cash system. This digital…

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