Revamp Your Estate Plan for a Thriving Future
Life is full of changes. Getting married, having children, retiring, or experiencing the loss of a loved one all require adjusting your estate plan. An up-to-date estate plan ensures your…
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Planning Your Final Farewell Without Burdening Your Loved Ones
The end of life is an inevitable part of the human journey. As difficult as it may be to confront mortality, planning for your final farewell allows you to protect…
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The Importance of Estate Planning: Lessons from Anne Heche’s Situation
The recent passing of actress Anne Heche has highlighted the importance of estate planning. Heche reportedly did not have a will or trust in place before her unexpected death, leading…
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The Importance of Estate Planning: How to Avoid the Legal Chaos Facing Anne Heche’s Family
The recent passing of actress Anne Heche has shone a sobering spotlight on the importance of estate planning. Heche reportedly did not have a will or trust in place when…
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Charitable Remainder Trusts: An Overlooked Way to Slash Capital Gains Tax While Benefiting Charity
Charitable giving can be extremely rewarding. But did you know it can also provide major tax benefits? Enter the Charitable Remainder Trust (CRT). This unique estate planning vehicle allows you…
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Beware: The Hidden Dangers of Undue Influence
Undue influence is a concerning issue that can have severe consequences if left unchecked. As caring family members, it’s crucial that we understand what undue influence is, learn to identify…
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Ensuring Your Wishes Are Followed: The Importance of Estate Planning Beyond a Will
A will alone is not enough to protect your assets and loved ones. While a will outlines how you want your estate distributed, it has surprising limitations. To truly ensure…
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The Power and Importance of Creating a Will
A will is one of the most important legal documents you can create to protect and provide for your loved ones. With a well-crafted will, you can ensure your assets…
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Giving to Charity in Your Estate Plan
When naming beneficiaries for your estate plan, often family and close friends are what come to mind. However, naming a charity as a beneficiary is another option you may want…
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The Three Kinds of Roles in a Trusts
Trusts have become one of the strongest estate planning tools in recent years. However, trusts are often more complex than wills, which are the traditional backbone of an estate plan.…
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