Estate Planning: A Practical Guide for Everyone

Estate Planning: A Practical Guide for Everyone

The term “estate planning” often brings to mind images of wealthy individuals dividing vast fortunes among heirs. However, this is a misconception. Estate planning is not just for the affluent. It’s a vital process for anyone who wants to ensure their wishes are fulfilled, and thei...

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August is National Make-A-Will Month

August is National Make-A-Will Month

  Did you know August is National Make-A-Will Month? It’s an annual observance that emphasizes the importance of creating a will.  Do you still need to make your will? Whether you’ve been too busy or simply don’t know how, here are three great reasons that will motivate you to write your will ...

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Updating Your Will

Updating Your Will

Wills are designed to be ironclad documents that set forth how you want assets dispersed to loved ones. They take the guesswork — or, in some sad cases, the arguments — out of a critical moment in this very emotional process. But they’re not ironclad at all. In fact, there are several instances in w...

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Getting Your Documents in Order

Getting Your Documents in Order

Building an estate plan requires a clearly marked paper trail so 
that your wishes can be followed. Organizing everything beforehand ensures that these end-of-life allocations are doled out in a timely and fair manner. Here’s what you’ll need. Last Will and Testament Wills are the most well-known of...

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Your Guide to Estate Planning

Your Guide to Estate Planning

Though you may know that you need to plan for the future, you may not realize what that entails. You may have heard the term estate plan and figured that you still had time to decide what you want to be done with your things. In fact many prefer not to think about it, though […]

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Tips for Keeping Personal Records

Tips for Keeping Personal Records

By Susan M. Keenan  Although many people know where their personal records are stored, they forget to let other family members know where they are. It is important to find a secure location for storing all of your important personal documents.  Keeping your personal records in a safe and secure loca...

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Can a Will be Contested?

Can a Will be Contested?

Your last will is designed to express your wishes after leaving your family behind. Given its importance and long-lasting impact, experts recommend that you consider every detail, including how your belongings are distributed, who controls your finances, and which family members are included in your...

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Getting Your Affairs in Order

Getting Your Affairs in Order

No one ever plans to be sick or disabled. Yet, it’s this kind of planning that can make all the difference in an emergency. Ben’s Story Ben has been married for 47 years. He always managed the family’s money. But since his stroke, Ben is not able to walk or talk. His wife, Shirley,...

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