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Keep Your Life Private with a Trust

One of the major benefits of a living trust is that the trust assets bypass the probate process. In most states, this may mean savings in probate costs up to many thousands of dollars.
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Decluttering after Loved One’s Death: A Practical and Emotional Guide

Sorting through a loved one’s belongings after their passing is both an emotional and logistical challenge. A thoughtful approach can ease the burden and bring a sense of closure.
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How Divorce Affects an Estate Plan: Key Steps to Update Wills, Trusts and Beneficiary Designations

Divorce significantly impacts estate planning, requiring updates to wills, trusts and beneficiary designations to ensure that assets are distributed according to new intentions.
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Where Should I Keep My Will?

Choosing the right storage location for your will ensures that it remains secure, accessible, and legally valid when needed.
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What Beneficiary Expenses Can Be Paid from a Trust?

A properly managed trust provides financial support to beneficiaries while protecting assets. However, trustees must ensure that expenses align with the trust’s purpose and legal requirements.
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Don’t Procrastinate on Estate Planning Moves

If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer from a relative, this is an exciting thing. However, it does come with some legal and financial concerns if not done well.
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How to Protect Your Inheritance

Got a windfall? Here's how to manage an inheritance responsibly.
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Estate Planning Steps for Retirement

Retirement planning isn’t just about saving for the future—it’s about ensuring that your assets are protected and distributed according to your wishes.
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Should I Limit My Childrens’ Inheritance?

Deciding how much to leave your children requires careful planning. Balancing financial security with personal responsibility can help preserve wealth for future generations.
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What are Best Practices for Estate Planning?

Create a more effective estate plan and avoid common mistakes by following these seven best practices.
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