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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...
May 16, 20215 min read
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Five Reasons to Protect Your Retirement Accounts Now
Five Reasons to Protect Your Retirement Accounts Now
Apr 11, 20212 min read
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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...
Mar 28, 20215 min read
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Warning: Don’t Let Creditors Inherit from You or Your Spouse
Don’t Let Creditors Inherit from You or Your Spouse
Mar 23, 20212 min read
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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...
Mar 21, 20213 min read
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My Loved One Has Died - What Do I Do Now?
When a family member or other loved one dies, grief and shock can sometimes be overwhelming. The last thing most people want to think...
Mar 15, 20213 min read
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Revocable Trust v. Irrevocable Trust: Which is Best for You?
Revocable Trust v. Irrevocable Trust: Which is Best for You?
Feb 25, 20212 min read
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Debunking Successor-Trustee Myths
Myths A family member acting as successor trustee does not receive compensation. This is false. The relationship between the trust maker...
Jan 21, 20214 min read
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