What Is a Living Trust?
A living trust is a popular consideration in many estate strategy conversations, but its...
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Category: Estate Planning
Estate Tax Changes May Be Coming with the New Year
To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering...
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9 Questions to Ask Yourself During the Estate Planning Process
The estate planning process can feel overwhelming and forever ongoing – especially if you’re...
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Estate Planning Awareness Month: Rethink These 8 Estate Strategy Myths
Did you know that October is National Estate Planning Awareness Month? The importance of proper...
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How to Create an Estate Plan
You understand the importance of estate planning, but sometimes it’s a question of where to start....
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Gifting vs. Inheritance: Which Is Better For My Beneficiaries?
If you know that you want to leave behind money for your family members, is it better to leave the...
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Generational Wealth Planning
A Guide to Growing and Protecting Your Wealth For Decades to Come It’s common for people to want...
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Will Your Family Be Alright When You’re Gone? Estate Planning 101
For most of you, there is nothing more important in your lives than family. They are often the...
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The Four Biggest Mistakes a Retiree Can Make
You only get one retirement. It sounds obvious but it’s an important reminder. It means you only...
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What to Do with an Inheritance
CONGRATULATIONS! You received an inheritance. If your first instinct is to spend—wait! You’ll need...
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Create YOUR Ideal Retirement Strategy
Across the country, people are saving for that “someday” called retirement. Someday, their careers...
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STOP! Read This Before You Sell Your Home!
It’s that time of year again: house selling season! But this season looks much different. No open...
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