Estate Planning Blog

What are the Basics of Estate Planning?

You don’t have to be older and rich to put an estate plan in place. In fact, you should do it when your kids are young.
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When Should I Revise My Will?

Even if you've already drawn up a will, if you're in one of these situations, it's a good idea to review your final wishes and make any necessary changes, so your money and personal belongings are left in the right hands.
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Do You Have a Will?

According to a recent Gallup poll, a little over half (54%) of adults in America don’t have a will. Read on for why you need one.
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How Do Estate Plans and Living Trusts Work?

Living trusts can be an important part of your estate plan. But there's more than one way to plan for your future.
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What does Dobbs mean for estate planning for same-sex couples?

The U.S. Supreme Court's recent ruling overturning Roe v. Wade could impact estate planning for same-sex couples, and should have them taking a good look at their estate plan. In Dobbs v. Jackson Women's Health Organization, the Supreme Court held that women do not have a constitutional right to an abortion. It is a remarkable […]
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Probate: What’s Involved in an Estate Inventory?

Completing an estate inventory can be one of the most challenging aspects of being the executor of an estate.
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How Do IRAs and 401(k)s Fit into Estate Planning?

Investing for retirement is one of the most important steps you can take toward building a secure financial future for you and your family. The sooner you can start, the better. Contributing to a retirement account can help you work toward your goals and may provide tax advantages to boost your progress.
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Why Is Beneficiary Designation Important?

When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’
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Why Is Having a Will Important?

A striking proportion of Americans don’t have one. Nontraditional families are left uniquely vulnerable.
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How Do I Create a Trust? Is it Right for Me?

Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
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