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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…
Seven Considerations When Selecting a Fiduciary in My Estate Plan
Selecting the right fiduciary for your estate plan is a crucial decision that requires careful consideration. A fiduciary is someone who has…
Why You Should Never Store Your Estate Planning Documents in a Safe Deposit Box
Did you know that one of the biggest mistakes that you can make when it comes to your estate plan is to…
Estate Planning for Unmarried Couples is Essential
For various reasons, not every couple wants to get married. But for a long-term, committed couple, the consequences of not having an…
How Your Estate Plan Can Help Keep the Peace
Sibling rivalry is common among families. Parents often act as peacekeepers during their children’s early years and beyond. When it comes to…
How Can Beneficiary Designations Work for You?
A beneficiary designation passes on wealth in a simple way. Referred to as Payable on Death (POD) in reference to financial accounts…
The Five Keys to a Comprehensive Estate Plan
Leaving this world with a comprehensive estate plan in place is one important way you can care for your family. A comprehensive…
4 Reasons Why The Beginning of the Year is the Best Time to Put Together an Estate Plan
The new year comes with an abundance of resolutions and intentions. However, something that should be at the top of your list…
Ways to Determine Which Type of Trust is Best for Your Estate Plan
Is a trust the best option for your estate plan? This is a question that countless clients wonder. What exactly is a…
Starting the Estate Planning Conversation with Aging Parents
If you got to spend the holidays with your senior parents and noticed that they’re starting to move just a little slower,…