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Month: July 2026

July 28, 2026

Should You Name the Same Person for Every Role in Your Estate Plan?

As estate planning discussions begin, it is not uncommon for someone to identify one person they trust above everyone else. A spouse,…

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July 21, 2026

June 2026

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Why is it Better to Have One Trustee?

Sometimes the most difficult part of creating a trust is not deciding what should happen to your assets, it is deciding who…

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July 14, 2026

Teaching Financial Responsibility as Part of Your Legacy

An estate is often measured by the assets it contains: a home, retirement accounts, investments, or treasured personal belongings. While those assets…

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July 7, 2026

Can Someone Decline an Inheritance? Here’s What to Know

Not every estate administration unfolds exactly as it was written on paper. Occasionally, a beneficiary may decide that accepting an inheritance is…

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