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Why is an Estate Plan Important
As trusted estate planning attorneys, one of the questions that we commonly receive from individuals who may have never put together an…
What Makes a Complete Estate Plan?
There are many people who mistakenly believe that an estate plan revolves around simply having a Last Will & Testament. The reality…
Living Trust vs. Irrevocable Trust: What You Should Know
It’s important to understand that you can never take a one size fits all approach to estate planning. This is one of…
3 Essential Documents to Begin Your Estate Planning Journey
Starting your estate planning journey involves preparing essential documents that will help protect your assets, ensure your wishes are carried out, and…
Considering Mental Health in Estate Planning for Spouses
Addressing mental health in estate planning, especially when it involves spouses, is an essential aspect of creating a comprehensive and sensitive plan….
Exploring Estate Planning: Is Life Insurance Worth Considering?
Life insurance can be a valuable consideration when it comes to estate planning, depending on your specific circumstances and goals. Here are…
Choosing the Beneficiary: Should a Child or Grandchild Inherit the Retirement Account?
The decision of whether a child or a grandchild should inherit a retirement account depends on your specific circumstances, goals, and priorities….
The Importance of Heirloom Planning in Blended Families
Heirloom planning holds great importance within blended families, where stepchildren, multiple sets of grandparents, and diverse relationships come together. It provides an…
3 Ways a Trust Can Protect Your Children
When it comes to estate planning, ensuring the protection and well-being of your children is of paramount importance. In this regard, utilizing…
How Does Retirement Impact Your Estate Plan
1. Update Beneficiary Designations: Retirement accounts, such as IRAs and 401(k)s, often have beneficiary designations that determine who will receive the assets…