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Planning an Estate: The Major Components

Planning an Estate: The Major Components

In an estate plan, assets are distributed in accordance with your wishes, and your loved ones are provided for after your death. It requires organization and strategy and begins with five key legal documents that can address many areas of…

The Estate Planning Process for Surviving Spouses

The Estate Planning Process for Surviving Spouses

In the wake of the loss of a spouse or long-term partner, it can be difficult to think of anything other than your grieving. However, it is crucial to understand there are important and timely decisions you need to make…

Estate Planning: What You Need to Know

Estate Planning: What You Need to Know

Despite its reputation as a rite of passage for the very wealthy, estate planning is simply the accumulation of real estate an individual owns, and most people own some or all of their own property. Property ownership includes individual as…

What It Means to Be a “Fiduciary”

What It Means to Be a “Fiduciary”

A family member or friend may need you to be their power of attorney. Your person may be planning for when they might become unable to take care of their affairs. For example, they might become disabled or incapacitated, and…

Why Estate Planning Is Important to Younger Adults

Why Estate Planning Is Important to Younger Adults

Most young adults don’t consider estate planning a priority. Young adults in their twenties and thirties often think they don’t own enough to constitute an estate. However, an estate is the total of all you own – money, investments, real…

Always Plan for the Unexpected

Always Plan for the Unexpected

Many of us have been left unprepared and confused by the sudden rise of the coronavirus. While we can’t predict when something like COVID-19 might strike, we can take steps to prepare for an unexpected crisis to help reduce the…

Everyone Should Plan for the Unexpected

Everyone Should Plan for the Unexpected

Recently, the COVID-19 pandemic has left many unprepared and confused. There are numerous reports of shortages of antibacterial hand sanitizer, disinfecting wipes, and even toilet paper. While we can’t predict when something like COVID-19 might strike, we can take steps…

Who Should Make Financial Decisions For You?

Who should you trust to manage your financial well being when you are no longer able to do so? A power of attorney (POA), otherwise known as an agent to your principal, has the legal authority to represent and make…

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