Estate Planning Blog

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When Do I Need to Review Will?

Whether you drew up a will recently or years ago, keep in mind it’s generally not something you can set and forget.

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Should I Place My Home in a Trust?

Part of being a responsible homeowner is having a proper estate plan in place. After all, considering the home is generally the largest asset most people own, it's prudent to ensure this asset is passed to the people you wish to leave it to.

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Will Moving to a New State Impact My Estate Planning?

However, if you are retired and no longer generating employment income, you should make sure you weigh the financial implications of any potential move.

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What’s the First Step in Estate Planning?

For young professionals finding their way in the world and just beginning the journey of building wealth, death can seem like a far-off abstraction. However, the cold reality is that no one ever knows what’s around the corner — health problems and freak accidents can happen at virtually any ...

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What Power Does an Executor Have?

If a loved one asks you to be the executor of their estate, think carefully before you take on this responsibility.

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Is Your Home Your Largest Asset or Biggest Liability?

Could generations of traditional homeownership wisdom be wrong? Here's what you need to know to determine whether your home is an investment that will pay off in retirement—or a liability.

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How Should I Handle an Inheritance?

Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you're prepared for that inheritance.

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How Does a Charitable Trust Help with Estate Planning?

In general, the best reason to establish a charitable trust, is if you would like to create a long-standing form of charitable giving.

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What Is Considered an Asset in an Estate?

This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.

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What Planning Should I Do in My 50s?

If you are one of the many people who start getting serious about their finances as they reach their 50s, enjoy this guide for your next steps.

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