For families who have a loved one with special needs, preparing for the future requires more than daily care and unconditional love. It involves intentional legal planning to ensure your child or dependent is protected, supported, and...
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When most people think about estate planning, they assume it is something only older adults or high-net-worth individuals need to consider. However, the truth is that every adult, especially young adults starting college, should have a power...
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You have poured your time, energy, and heart into building your business. But have you thought about what would happen to it if you couldn not be there tomorrow, due to retirement, illness, or the unexpected? If...
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When most people think about estate planning, they picture something far off in the future, something to worry about later. Others assume that if they are married, everything will automatically fall into place. But for many LGBTQ+...
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When you set up a living trust, one of the most important decisions you make is naming your successor trustee. This is the person or institution that will take over the management of your trust when you...
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When you think about estate planning, life insurance may not be the first tool that comes to mind. But if you want to protect your loved ones and secure your financial legacy, you shouldn’t overlook it.Life insurance...
Read MoreAlthough the primary function of your estate plan may be to ensure that your estate is distributed according to your wishes after you are gone, a comprehensive estate plan can – and should – also incorporate a...
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You might find yourself in the challenging role of caring for aging parents while raising your own children. This experience places you squarely in what's known as the "sandwich generation."As the wave of Baby Boomers—the so-called silver...
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You may think a simple will is all you need when you are planning your estate. It’s relatively straightforward, and trusts are only for people with multi-generational wealth, right?In fact, while a basic will covers essential instructions,...
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Estate planning determines how your assets will be distributed, but legacy planning focuses on something deeper. It is about the values you instill, the relationships you nurture, and the impact you leave on your loved ones and...
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