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Three Ways Market Volatility Can Benefit Your Estate Plan

Market declines can create challenges for investors. However, periods of volatility may also present opportunities to make strategic estate planning decisions.
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How to Prevent Family Fights After Parents Pass

Death has a remarkable ability to transform minor misunderstandings into major legal disputes.
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Estate Planning Can Be a Life-Changing Experience

Estate planning is a lifesaver for families facing long-term care, incapacity, or difficult financial decisions. A thoughtful plan carries out your wishes while you’re gone but also helps you and loved ones while you’re here.
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Probate Can Award Your Estate to an Ex-Spouse

Many people assume a divorce automatically removes an ex-spouse from their estate plan. In reality, outdated documents and beneficiary designations can sometimes allow a former spouse to inherit assets you never intended them to receive.
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When the Diagnosis Is Alzheimer’s, Estate Planning Becomes Urgent

While the disease itself and the life it will introduce is unpredictable, there’s one area that’s very much in the McMurtreys’ control because they tackled it early.
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The Biggest Mistakes People Make Writing Wills

A will is one of the most important documents in an estate plan, but simply having one does not guarantee that it will accomplish what you intend. Small drafting mistakes, outdated information, and overlooked details can create major problems for the people left behind.
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Estate Planning for an Heir Facing Mental Health Struggles

When an intended heir struggles with mental health challenges, leaving an inheritance outright may not always provide the protection a family hopes to create. Thoughtful estate planning can help preserve financial resources while supporting the beneficiary's long-term well-being.
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Estate Planning Mistakes Can Leave Loved Ones with No Legacy and No Inheritance

Estate planning isn't just for the wealthy—it helps ensure that your wishes are followed and your family is protected.
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Protect Your Estate Plan From Unexpected DNA Tests

Consumer DNA testing has made it easier than ever for families to discover previously unknown relatives. These discoveries can create unexpected questions about inheritance, beneficiaries and the administration of an estate.
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A Family Tragedy Shows Young Adults Need Estate Planning

Estate planning is often viewed as something for retirees. However, unexpected tragedies can happen at any age. Creating a few essential legal documents early in adulthood can provide important protections for both young adults and their families.
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