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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...

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...

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...

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

Don’t Let Creditors Inherit from You or Your Spouse

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...

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...

Estate Planning: 3 Reasons We Run the Other Way

Revocable Trust v. Irrevocable Trust: Which is Best for You?

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...

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,...