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Protecting Your Legacy: Avoiding Laughing Heirs with Smart Estate Planning
A “laughing heir” is the term for distant relatives who could inherit from your estate if you pass away without a will…
Passing the Torch: How to Create a Strong Succession Plan for Your Family Business
Family businesses are unique – they are often built on years of hard work, shared values, and a commitment to each other’s…
National Alzheimer’s Awareness Month: Estate Planning Steps to Consider
November is National Alzheimer’s Awareness Month, a time to raise awareness about the impact of Alzheimer’s on individuals and families. It also…
Building a Legacy: Trust Options to Protect and Provide for Your Children
When it comes to planning for your children’s future, setting up trusts can be a smart way to protect them and make…
Pay-on-Death Accounts: Convenience with Consequences
A Pay-on-Death (POD) account is a type of financial account that allows you to designate a beneficiary who will automatically inherit the…
Elder Financial Abuse: How to Spot the Signs and Protect Your Estate
Elder financial abuse is a serious issue that impacts many older adults, often at the hands of people they know and trust….
Helpful Tips for Your First Meeting with an Estate Planning Attorney
Visiting an estate planning attorney for the first time can feel like a big step, but it is a crucial one in…
Choosing the Right Fiduciary: Key Considerations for Protecting Your Estate Planning
Choosing the right fiduciary is one of the most personal and significant decisions in estate planning. A fiduciary is someone you rely…
Common Mistakes to Avoid in Your Will: What Not to Include for a Smooth Estate Planning Process
Creating a will may be a foundational aspect of some estate planning, serving as a crucial document to ensure that your assets…
Mastering Estate Plans: Handling Debts and Liabilities
Estate planning not only secures your financial legacy but also provides clarity and direction for the management of your estate after your…
