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    The Estate Planning Tool Kit for Unmarried Partners
    • May 16, 2021
    • 5 min

    The Estate Planning Tool Kit for Unmarried Partners

    Estate planning is essential for everyone, but it is especially important if you and your partner are in a long-term committed...
    4 views0 comments
    Why Unmarried Partners Should Care about Estate Planning
    • May 2, 2021
    • 4 min

    Why Unmarried Partners Should Care about Estate Planning

    According to a 2019 survey conducted by the Pew Research Center, 7 percent of surveyed adults were living with an unmarried partner, up...
    4 views0 comments
    Planning Considerations for Unmarried Partners
    • Apr 25, 2021
    • 5 min

    Planning Considerations for Unmarried Partners

    When it comes to protecting your unmarried partner, there are several options to consider. Depending on the value of your money and...
    4 views0 comments
    Reviewing Your Estate Plan after the Death of a Loved One
    • Mar 28, 2021
    • 5 min

    Reviewing Your Estate Plan after the Death of a Loved One

    The death of a loved one is never easy. Regardless of your relationship with the deceased (blood relative, life partner, or close...
    5 views0 comments
    Warning: Don’t Let Creditors Inherit from You or Your Spouse
    • Mar 23, 2021
    • 2 min

    Warning: Don’t Let Creditors Inherit from You or Your Spouse

    Don’t Let Creditors Inherit from You or Your Spouse
    3 views0 comments
    Reviewing Your Accounts and Property upon the Death of a Loved One
    • Mar 21, 2021
    • 3 min

    Reviewing Your Accounts and Property upon the Death of a Loved One

    How your accounts are owned makes a big difference in estate planning. The main objective is usually to ensure that no accounts and...
    2 views0 comments
    Five Mistakes Successor Trustees Make (and How to Prevent Them)
    • Jan 8, 2021
    • 3 min

    Five Mistakes Successor Trustees Make (and How to Prevent Them)

    When establishing a trust, you must give serious thought to who you choose as your successor trustee—the person who will manage, invest,...
    19 views0 comments

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