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3 Ways Your Trust Can Help a Loved One With Mental Illness

Posted on: May 18th, 2017
When a loved one suffers from a mental illness, one small comfort can be knowing that your trust can take care of them through thick and thin....

Tools You Can Use to Leave Words of Wisdom to the Next Generation

Posted on: May 16th, 2017
You come into the world a blank slate, and as you grow, you gain wisdom. You've planned your estate to leave physical assets to beneficiaries, so now think about leaving them something that’s just as important but less tangible: the hard-won wisdom you’ve accumulated over your life. Let your family and friends learn from your mistakes, and profit from your successes. ...

The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both

Posted on: May 9th, 2017
According to a March 2017 survey by Caring.com, six out of ten Americans have no will or any other kind of estate planning. Many said they’d get around to it, eventually. When they’re old. ...

How Your Trust Can Help a Loved One Who Struggles with Addiction

Posted on: May 2nd, 2017
Substance addiction is by no means rare, impacting as many as one in seven Americans. Because of its prevalence, navigating a loved one’s addiction is actually a relatively common topic in everyday life. But you should also consider it when working on your estate planning. Whether the addiction is alcoholism, drug abuse, or behavioral like gambling, we all want our loved ones to be safe and experience a successful recovery. A properly created estate plan can help....

Which life events that require an immediate estate plan update?

Posted on: April 25th, 2017
Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or upon your death. One commonly known purpose of estate planning is to minimize taxes and costs, including taxes imposed on gifts, estates, generation skipping transfer and probate court costs....

3 Decidedly Dumb Ways to Leave an Inheritance for Your Children

Posted on: April 13th, 2017
Estate planning offers many ways to leave your wealth to your children, but it’s just as important to know what not to do. Here are some things that are all-too-common, but textbook examples of what not to do or try.......
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