Encourage Family to Plan

Encourage Family to Plan

When planning your estate, ask loved ones if they have taken proactive steps to begin their strategy. Regardless of age, health condition or the number of assets, adults should have a plan in place to protect their family members after a death.  It can be a challenging subject to approach, but devel...

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Plan During Good Health

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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A Living Trust or Will?

A Living Trust or Will?

When estate pre-planning, most Americans are familiar with the importance of having a last will and testament. Did you know that without naming a revocable living trust, your family may experience the dreaded-probate process? According to the American Association of Retired Persons, probate is the l...

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Pre-Planning with Disabled Children

Pre-Planning with Disabled Children

A solid estate plan is necessary for everyone, but parents with disabled children should consider it even more crucial. Do you have a plan in place regarding how your child will be cared for? Without proper planning, a child who is unable to live independently may be at serious risk for injury or le...

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