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How Does a Revocable Trust Work?

The terms ‘revocable trust’ and ‘living trust’ are commonly heard in an estate-planning context. You may hear people say, ‘My house is in trust for my children,’ or something along those lines.
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What Women Preparing for Retirement Need to Know

Women live longer than men and generally make less money. This affects how they should prepare for retirement.
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How a Teen's $250,000 Inheritance Vanished: Protect Your Heirs with a Trust

Learn from a teen's loss of a $250K inheritance and discover how inheritance trusts can protect and guide your family's future financial decisions.
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The Hidden Risks of Adding Your Child as a Life Insurance Beneficiary

Discover why adding your child as a life insurance beneficiary has inherent risks and explore how trusts and appointing a legal guardian can best ensure that your child’s future is secure.
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Maximizing Your Legacy: 2024 Estate Planning Opportunities

Use tax season to review income and expenses from 2023 and set new financial goals for 2024 to maximize opportunities.
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Difference Between Guardianship and Conservatorship

Understanding the difference between guardianship and conservatorship is crucial for protecting the interests of those unable to make decisions for themselves. Whether you are planning for the future or seeking immediate assistance, take appropriate steps to ensure that your loved ones are cared for, and your estate is managed according to your wishes.
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How Should a Single Person Create an Estate Plan?

Estate planning for singles: make a will, draft a durable power-of-attorney, name an attorney-in-fact, and a health care proxy.
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Estate Planning for Young Adults: Navigating Your Future with Confidence

Estate planning isn't just for the elderly or the wealthy. Find out why young adults must start their estate planning early and what documents they should include.
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Medical Power of Attorney vs. Durable Power of Attorney

When planning for the future, understanding the legal tools at your disposal is crucial. Two such tools, often confused but distinctly different, are the medical and durable power of attorney. Both play vital roles in estate planning and personal care but serve different purposes. This article will explore the key differences and applications of each, helping you make informed decisions about your future and that of your loved ones. What is a Medical Power of Attorney? A medical power of attorney is a legal document that allows you to appoint someone to make medical decisions on your behalf if you…
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How to Choose an Estate Planning Attorney: Essential Tips and Questions to Ask

Estate planning is critical to ensuring your legacy and wishes are respected. Choosing the right estate planning attorney is essential to this process. This article provides tips for selecting an attorney to serve your needs best and guide you through crafting a comprehensive estate plan.
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