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Integrating a Community Property Trust Into Your Estate Planning

Couples with highly appreciated accounts or property may get the most mileage out of their estate plans through community property trust.

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Three Things You Must Do to Protect Your Family if You Are Recently Unemployed

If you are dealing with a job loss, you can transform what you may view as a crisis into an opportunity to protect yourself and your family.

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Do I Have to Leave Anything to My Children?

Disinheriting a child, regardless of the reason, is generally not recommended as a means to manipulate a descendant or beneficiary.

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Estate Planning Isn’t Just About Money

Regardless of how much you have in the bank, you and your family can benefit from planning ahead for the future. If you fail to do so, you could leave your family scrambling if you’re suddenly incapacitated.

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If I Don’t Have an Estate, Do I Really Need an Estate Plan?

Although the term may conjure images of expansive country properties, expensive cars, or other symbols of high wealth, for the purposes of estate planning law, the term “estate” covers a whole lot more.

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Summer Vacation Plans? Preparations to Consider

Before you leave for your summer trip, make sure your estate planning documents are in place and up to date. 

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Top Four Estate Planning Questions to Answer When Using Assisted Reproductive Technology

Welcoming a child via ART? Plan for your unique family with tailored estate planning guidance. Get answers to common planning questions.

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Why Can’t We Have a Joint Trust If We Are Not Married?

If you are in a long-term relationship with your partner but are not married, you may want to take advantage of these benefits.

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Mental Health Awareness Month: How an Estate Plan Can Help Improve Anxiety

1 in 5 US adults experience mental illness yearly. Anxiety affects 1/3 of adults. It can be normal or chronic. While we can't control everything, let's prioritize mental health and make positive changes by planning for our future:.

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Are You Single with a Minor Child? If So, You Need a Plan

By creating an estate plan, you can address your minor child’s care and custody and provide instructions about how your money and property should be used for their care should something happen to you. 

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