Estate Planning

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estate planning conversation
5 Tips for Having Estate Planning Conversations With Loved Ones

Having estate planning conversations with your loved ones can be intimidating. In fact, many well-intentioned, family-oriented people like you become so overwhelmed that they keep putting the conversation off until another day. We get it; no one wants to think about the day they are no longer around. That said, these conversations are crucial to…

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Estate Planning Mistakes
9 Estate Planning Mistakes To Avoid

Estate planning is essential for protecting your family’s inheritance and legacy. That said, creating a plan that works for your unique goals can often be riddled with potential pitfalls if you and your estate planning attorney are not careful. What are these common mistakes, and how does avoiding them provide additional security for you and…

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Contingent Beneficiary
Estate Planning: Beneficiary vs. Contingent Beneficiary

When you want to pass your assets and other belongings onto someone else after you die, you choose a beneficiary. Most people automatically list their spouse, children, or sibling, while others might include a charity or nonprofit. This is an essential piece of estate planning, and congratulations if you already made those selections. But please…

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Burial Directives
Estate Planning: 4 Reasons To Create Burial Directives

Your attorney just finished drafting your last will and testament and living trust. Congratulations! You officially have a plan in place to protect your assets and loved ones in the event you pass away or can no longer make decisions for yourself. However, we advise clients to consider using various additional estate planning solutions, including…

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Blog Posts on Estate Planning
24 Helpful Blog Posts on Estate Planning

While death is certainly a touchy subject, having a plan in place to protect your family’s needs after you are gone is one of the most important things you can do. With that sentiment in mind, we compiled 24 helpful blog posts on estate planning so that you are educated and prepared for the road…

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Too Young for Estate Planning
Am I Too Young for Estate Planning?

A common misconception we hear in consultations with existing and prospective clients is that a person can be too young for estate planning. They are legitimately under the impression that people in their 20s and early 30s are not yet at the point in their lives when wills, trusts, powers of attorney, and other important…

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