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Estate Planning for Grandparents Raising Grandchildren: What You Need to Know

November 4, 2024

Explore legal options like guardianship and grandparent power of attorney to ensure the well-being of grandchildren you're raising.

Estate Planning

Why Gen Z Needs to Pay Attention to Estate Planning

November 1, 2024

The sooner you plan for how you want to disburse your assets after you’re gone, the better, even if you’re still building yours.

Estate Planning

Understanding Fiduciaries: Their Roles and Responsibilities

October 30, 2024

Learn the importance of the fiduciary and how a trustee serving in this role protects your assets and loved ones.

Estate Planning

How Do I Leave an Inheritance to My Child but Not Their Spouse?

October 28, 2024

Safeguard your married child’s inheritance with trusts, prenuptial agreements and postnuptial agreements.

Estate Planning

Why Does Young Family Need an Estate Plan?

October 25, 2024

Since a will can be customized to fit the exact needs and desires of a family, there’s no need to leave the future financial stability and personal wellbeing of young children up to the state.

Estate Planning

What's the Difference Between an Heir and a Beneficiary?

October 23, 2024

Learn the crucial differences between heirs and beneficiaries to ensure that your estate is passed down according to your wishes.

Estate Planning

National Estate Planning Awareness Week

October 21, 2024

National Estate Planning Awareness Week is a reminder to take control of your future by creating an estate plan that protects your family and assets.

Estate Planning

Strategies to Protect Assets from Lawsuits and Creditors

October 18, 2024

Discover key strategies like trusts, IRAs and homestead exemptions to protect your assets from lawsuits and creditors.

Estate Planning

Advance Healthcare Directives and Why They Matter

October 16, 2024

After a tragic accident, Nancy Cruzan’s family couldn’t make medical decisions for her and fought years-long court battles to help her situation. An advance care directive could have prevented Cruzan from living for seven years in a permanent vegetative state.

Estate Planning

Family Wealth Discussions: How to Talk about Money with Loved Ones

October 14, 2024

Family wealth discussions are never easy. Nonetheless, it’s necessary to talk about money with loved ones. Use the right approach to stay on the same page and avoid miscommunication.

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