Smart People Plan. If Not Now, When?
12 Apr

Smart People Plan. If Not Now, When?

If you add up the value of everything you own and subtract the value of everything you owe, that’s called your net worth. When you pass, it’s called your estate. While you’re still alive, you have the opportunity to designate how to divide your estate among your family and friends ...

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What Is Advance Care Planning?
14 Nov

What Is Advance Care Planning?

Advance care planning involves learning about the types of decisions that might need to be made, considering those decisions ahead of time, and then letting others know—both your family and your health care providers—about your preferences. These preferences are often put into an advance directive, ...

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The Importance of a Trust
16 Apr

The Importance of a Trust

Developing a trust is another beneficial pre-planning tool to capitalize on when organizing your estate.  While your lawyer or financial advisor can walk you through different policies that may benefit you, a living trust is of utmost importance for you and your family.  Virtually, this type of trus...

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Plan During Good Health
15 Mar

Plan During Good Health

Pre-planning your estate can be a stressful time due to crucial decision-making to protect your assets when you’re gone.  The process can be much easier to manage when practiced in good health. You will have the advantage of creating your final wishes with a clear head and practical thinking.  Some ...

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Documents you Need
13 Feb

Documents you Need

When building your estate plan, you must create numerous documents and make various decisions to ensure your wishes are clear and organized.  It’s essential to work with an estate planning attorney who is proficient in creating documentation that covers each intricate detail about your plan. Once yo...

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