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Top Four Questions to Ask a Potential Trustee
October 27, 2023
A Revocable Living Trust, often called a “Living Trust,” can be a beneficial estate planning tool for a variety of reasons. Often, a person will ...
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How an Ethical Will Can Complement Your Estate Planning
September 26, 2023
How do you want to be remembered? Do you want to leave a legacy that transcends the assets you leave behind? When it comes to ...
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Checklist for What to Do When Someone Dies
July 19, 2023
When someone dies, there are many tasks to complete. Some are practical, such as notifying friends and family and making burial arrangements; others involve starting ...
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Gifting Assets to Others
May 8, 2023
People often like to gift assets to loved ones if they are financially able to do so. Some enjoy being able to witness their loved ...
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How to Minimize the Tax Burden on Your Estate
March 6, 2023
It’s true: taxes are one of life’s certainties. Almost everything we do in life and in death triggers a tax consequence. That’s why we encourage ...
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