Trusts

September 17, 2018

What Is Your Greatest Asset?

What do you consider your greatest asset? Protect your family and your future with a proper estate plan!

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September 17, 2018

Understanding Probate: A Beginner’s Guide

Many peoples’ first experience with the probate process comes during the extremely difficult time following the death of a loved one. Having a basic understanding of the process can help to alleviate some of the stress and pain you’re feeling, and a qualified probate attorney in your area is always the best source of information. Here is some basic information to get you started…

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How to Prepare Your Heirs to Receive, Preserve, and Grow Their Inheritance
November 5, 2018

How to Prepare Your Heirs to Receive, Preserve, and Grow Their Inheritance

Estate planning is a process, one with which you have likely been engaging for most of your adult life. Even without consulting an attorney, doing things like taking out a life insurance policy, naming a beneficiary on your retirement account, or making a carefully-labeled photo album for future generations to enjoy are all parts of the estate planning process.

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November 11, 2018

Financial Protection For The Recently Divorced

If you have recently gone through or are currently navigating a divorce, you may be feeling overwhelmed, exhausted, and tired of meeting with lawyers. It seems like there is so much to do: separate assets, sell or move homes, negotiate a custody agreement, and settle daily living expenses. It is a lot, but there is one more thing that is often overlooked and is equally as important: updating or creating an estate plan.

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What Happens to Your Student Loans When You Die?
December 6, 2018

What Happens to Your Student Loans When You Die?

If you’ve been paying attention to the news, you know that student loans are bigger and more common than ever before. There is currently over $1.45 trillion in outstanding student loan debt in the United States, and 42 million Americans have some amount of student loan debt (the average borrower owes over $30,000). Despite student loans being incredibly common, there is still a lot student loan borrowers don’t know about their debts. 

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December 12, 2018

Why young parents should write a will

Estate planning isn’t just something you should think about when you are at an “older” age.  I can personally say that for the longest time, I thought you only had to write a will when you reached a certain age, and acquired certain assets. But that isn’t the case at all.  Writing a will isn’t just about the assets, nor do you have to be wealthy to write one. In fact, young people should think about their estates just as much as their parents, for multiple reasons. 

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December 19, 2018

The Year of DONE.

Can you believe it’s almost 2019?  I personally feel as though the years are flying by faster than ever before.  Maybe this is because of the never-ending to-do list that seems to accompanyadulthood or maybe it’s because most of us struggle with balancing work, family and personal time.  Whatever the reason may be the fact remains that life is happening and time is passing. No matter what you do (or don’t do) the time keeps passing. 

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Your 5 Task Year-End Estate Planning To-Do List
December 27, 2018

Your 5 Task Year-End Estate Planning To-Do List

2019 is fast approaching!  As we all prepare for a new year, it is important that we wrap up any loose ends.  Here are some things that need to be on your end of year checklist:

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December 31, 2018

Wills, Trusts & Dying Intestate: How They Differ

Let’s kick of the New Year by getting down to the basics!

Most people understand that having some sort of an estate plan is a good thing. However, many of us don’t take the steps to have an estate plan prepared because we don’t understand the nuances between wills and trusts – and dying without either. 

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January 2, 2019

Wills vs. Trusts: A Quick & Simple Reference Guide

Let’s keep up the momentum! Have you ever been confused about the differences between wills and trusts?  If so, you’re not alone. While it’s always wise to contact experts like us, it’s also important to understand the basics. Here’s a quick and simple reference guide:

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