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No Immediate Asset Protection?  Why Should You Create a Revocable Living Trust?

WARNING:  Many people believe once they set up a Revocable Living Trust and transfer assets into the Trust, those assets are protected from lawsuits.  This is absolutely not true. While Trusts commonly provide asset protection for beneficiaries, few Trusts protect assets owned by the person who created the Trust. Fully funded Revocable Trusts are dynamite Read More

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Do you really need a will? You May Not Think You Need a Will, But You Really Do.

Most Americans do not have a simple will as part of their estate plan. You might believe that a will is only for the rich and famous, and not the average person who has a far smaller net worth. On the other hand, you may think that a will is entirely unnecessary since you have Read More

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How to Choose a Trustee

When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs – collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep accurate records, and generally keep things organized and Read More

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3 Things You Must Do When Your Divorce Is Final

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The Pros and Cons of Probate

In estate planning circles, the word “probate” often comes with a starkly negative connotation. Indeed, for many people — especially those with larger estates — financial planners recommend trying to keep property out of probate whenever possible. That being said, the probate system was ultimately established to protect the property of the deceased and his/her Read More

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5 Things to Talk About Estate Planning with Your Family

Do you want to pass on your wisdom along with your money through your estate plan? Accomplishing both requires a family meeting to have a conversation about your money, your legacy, and your core principles. Most families have very busy lives and the only time they see one another face-to-face is around the dinner table Read More

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Which life events that require an immediate estate plan update?

Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or upon your death. One commonly known purpose of estate planning is to minimize taxes and costs, including taxes imposed on gifts, estates, generation skipping transfer and probate court costs. However, your plan must Read More

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The Lifetime QTIP Trust: Maintaining Control and Providing for Your New Spouse

Estate planning for couples in a second or later marriage who have disproportionate estates can be tricky. One solution for allowing the well-to-do spouse to maintain control of their assets but keep their other half happy is the Lifetime QTIP Trust. The Basics of Creating a Lifetime QTIP Trust In the estate planning world a Read More

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What happens to your children without an Estate Plan?

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3 Tips For Every New Homeowner

Congratulations on the purchase of your new home!  The purchasing of a home is a big event in your life.  A growing family or promotion may have led you to upgrade your home whereas family moving out and growing up may have led you to downsize your home.  If this is your first new home Read More

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