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How to Choose an Executor for Your Estate

Choosing the right executor ensures that your estate is managed effectively, minimizing conflicts and providing peace of mind for your loved ones.
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Preparing Your Adult Children to Receive Their Inheritance

Discussing inheritance early avoids surprises and prepares your children to manage the wealth and responsibilities they’ll inherit.
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How Does Probate Work?

A new report, titled The State of Probate in America, finds many Americans badly misinformed about basic facts of probate.
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Should All of My Assets Be in a Trust?

And whether your estate is a larger one or a more modest one, you may be eager to pass wealth down to your loved ones in the most efficient way possible.
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Sharing Family Values in Your Estate Plan

Preserve your family values through estate planning. Learn how trusts and open conversations can ensure your legacy reflects your life's principles.
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Role of Estate Planning for the Great Wealth Transfer

The Great Wealth Transfer” is a significant event affecting millions of families. Proper estate planning is crucial to navigate this transition smoothly and to preserve your legacy.
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What's the Difference between Primary and Contingent Beneficiary?

Contingent beneficiaries provide a safety net, if the primary beneficiary cannot receive the assets from an estate or proceeds from a life insurance policy or retirement account.
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Increase in Estate Planning for Gen-Z

Gen Z is setting an example by taking control of their financial futures early, showing an unexpected interest in estate planning.
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Well-Played: Country Legend Toby Keith's Legacy Protected for His Family

Learn how country legend Toby Keith protected his family's future through careful estate planning and why starting early is crucial for everyone.
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Only 32% of Americans Have a Will

Only 32% of Americans have a will. However, even if you believe you lack assets, going without a will is a big mistake.
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