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5 Essential Estate Planning Tips Everyone Should Know

February 12, 2019 Estate & Gift Taxes , Planning for Incapacity , Wills and Revocable Trusts

5 Essential Estate Planning Tips Everyone Should Know

When it comes to estate planning, there are often financial and personal benefits to being transparent and having a conversation. Learn more today!

Summer Break and Estate Planning Basics

June 25, 2018 Wills and Revocable Trusts

Summer Break and Estate Planning Basics

Summer is time for family & fun, but it’s also a great time to make sure your estate plan basics are in order. Learn how to make your estate plan a reality.

What You Need to Know About "The Great Wealth Transfer"

January 23, 2018 Relationship Agreements, Unbundled Legal Services, Asset Protection Planning, Beneficiary Representation, Beneficiary Selection, Estate & Gift Taxes , Planning for Incapacity , Trustee Representation , Wills and Revocable Trusts

What You Need to Know About

Last year marked the beginning of a historic economic event and what economists are calling “The Great Wealth Transfer”. Over the next several decades, an estimated $30 trillion will be passed to Millennials — from their aging parents and grandparents throughout the U.S., Canada and the UK.

Estate Planning & Financial Wellness - Our Top FAQ's

January 23, 2018 Wills and Revocable Trusts

Estate Planning & Financial Wellness - Our Top FAQ's

Estate planning is an often overlooked element of financial wellness. Over half of Americans – 56% in fact – do not have an up-to-date estate plan. As people are setting New Year’s Resolutions to get fit in 2018, remember to include your financial health in that plan as well.

The Season of Giving: Why Having an Estate Plan is a Gift to Others

December 19, 2017 Asset Protection Planning, Charitable Planning, Estate & Gift Taxes , Planning for Incapacity , Special Needs Trusts, Wills and Revocable Trusts

The Season of Giving: Why Having an Estate Plan is a Gift to Others

With the holiday season in full swing and tax time on the horizon, this is a great time to think about updating your estate plan. Estate planning this holiday season can serve as a true gift to your loved ones that will truly have lasting impact for years to come.

How to Talk to Your Loved Ones About Creating a Will

August 15, 2017 Wills and Revocable Trusts

How to Talk to Your Loved Ones About Creating a Will

The hardest part of making a will is starting the process. Read more to learn about our 5 helpful components for will preparation.

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Blog & Legal Updates

5 Essential Estate Planning Tips Everyone Should Know

Summer Break and Estate Planning Basics

What You Need to Know About "The Great Wealth Transfer"

Estate Planning & Financial Wellness - Our Top FAQ's

The Season of Giving: Why Having an Estate Plan is a Gift to Others

How to Talk to Your Loved Ones About Creating a Will

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