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Why Trusts are Important Estate Planning Tools

Why Trusts are Important Estate Planning Tools

Trusts can offer many benefits, including allowing assets to pass directly to beneficiaries and charitable organizations without going through probate, minimizing taxes, and protecting your legacy from creditors.

7 Things to Know About Living Wills

7 Things to Know About Living Wills

What would happen if you became seriously ill or injured and were no longer able to make your health care decisions? A living will can outline your wishes so your loved ones can make informed decisions about your care in an emergency.

Estate Planning: Should I Divide My Assets Equally?

Estate Planning: Should I Divide My Assets Equally?

Even if your children get along well, the distribution of your assets can require conflict resolution skills. Without previously experiencing any significant conflicts, even close siblings can struggle to maintain happy family relationships when settling your estate.

A Seniors Guide to Estate Planning

A Seniors Guide to Estate Planning

Most older adults acknowledge that estate planning is essential. Yet, nearly half of Americans age 55 or older do not have a will. Even fewer have designated powers of attorney, a living will, or health care directives. 

New Year’s Resolution: Get That Estate Plan Done

New Year’s Resolution: Get That Estate Plan Done

Visiting an attorney to get your estate plan done is one New Year’s resolution that you should definitely keep. None of us knows whether or when we may find ourselves seriously injured or sick.

14 Essential Questions to Ask Aging Parents This Holiday

14 Essential Questions to Ask Aging Parents This Holiday

With multiple generations getting together for holiday meals, gift exchanges and quality time, these annual gatherings present an opportunity to broach sensitive but important topics with your aging loved ones.

Is Your Financial Information in Order?

Is Your Financial Information in Order?

Preparing and organizing your financial information for when you are no longer capable will bring peace of mind to you today. At the same time, it may relieve your loved ones’ burden in the future.

Inherited Retirement Accounts: Minimizing Tax Consequences

Inherited Retirement Accounts: Minimizing Tax Consequences

The SECURE Act changed how beneficiaries of inherited retirement accounts must withdraw these funds. Its passage made it more difficult for individuals to pass their retirement savings on to their heirs without tax liability.

Estate Planning for Surviving Spouses

Estate Planning for Surviving Spouses

After losing a spouse or longtime partner, it’s difficult to look past your grief. However, it’s crucial to understand the important and timely decisions you must make regarding your finances and personal estate plan.

Why Small Business Owners Need an Estate Plan

Why Small Business Owners Need an Estate Plan

Running a small business can keep you busy, but it should not keep you from creating an estate plan. Not having a plan in place can cause problems for your business and your family after you are gone.  

While an…

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