Estate Planning

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Medical Directive
Estate Planning: 5 End-of-Year Medical Directive Checks

Most people never expect to be in a situation where they cannot explain their own medical wishes. It feels distant. Hypothetical. Until it is not. When something unexpected happens, your family is often forced to make decisions quickly, sometimes with very little information and a lot of emotion. This is where medical directives come into…

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Awareness Month
June Is Alzheimer’s and Brain Awareness Month: Here’s Why It Matters to Your Estate Planning

Every June, our nation observes Alzheimer’s and Brain Awareness Month. And with good reason— more than 55 million people worldwide are living with Alzheimer’s or another form of dementia, and two-thirds of Americans have at least one major potential risk factor for dementia. These numbers are not just sobering—they are a wake-up call. And while…

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Legally Valid Will
What Makes a Legally Valid Will?

None of us knows when we will pass away or be placed in a position where we cannot make important decisions for ourselves. This is why we harp on the importance of estate planning and, at a minimum, having a legally valid Will to spell out how you wish to distribute your assets upon your…

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Fund a Trust
What Does It Mean To Fund a Trust?

You thought you had everything squared away. You spent months working with an estate planning attorney to create a trust, felt a wave of relief when it was finally signed, and then tucked it away safely in a secure drawer at your house. A year later, during a routine financial meeting, your advisor asked what…

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