Why Every Adult Needs A Living Will

When it comes to estate planning and wills, you have a variety of options for legal documents. The most common of these options is a “last will and testament,” which is also known simply as a “will.” But you may have also heard people talk about a “living will” and...

Creditors And Your Estate Plan

What Happens To Your Debt When You Die? Maybe you’ve wondered about your own debt or perhaps your parent’s debt—what happens to that debt when you (or they) die? Well, it depends, and that’s part of the reason you want to ensure your estate plan is well prepared. How...

4 Year-End Tax-Saving Strategies For 2022

Although the end of the year can be a hectic time, it’s also the deadline for your family to implement a number of key tax-savings strategies. By taking action now, you can significantly reduce your tax bill due in April, but with just a few weeks left in 2022, you...

How Will Economic Shifts Affect Your Family?

As you’ve surely heard by now, we’re in the midst of great economic shifts. The collapse of the crypto market, the roller coaster that is the stock market, rising interest rates, dropping home values, and inflation through the roof—it’s enough to make you sick. And it...

4 Common Mistakes Made On Life Insurance Beneficiary Designations

Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to...
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Revocable Living Trust Or Irrevocable Trust: Which One Is Right For You?

You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in...
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Why Every Adult Needs A Living Will

When it comes to estate planning and wills, you have a variety of options for legal documents. The most common...
Read More

Creditors And Your Estate Plan

What Happens To Your Debt When You Die? Maybe you’ve wondered about your own debt or perhaps your parent’s debt—what...
Read More

3 Essential Questions To Ask Before Creating Your Will Online

If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that...
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Checklist: 5 Financial Decisions to Consider Before December 31

This week, before the year ends, consider these 5 financial, retirement and tax actions you may need to take before...
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Green Funerals: 6 Eco-Friendly Options For Your Remains

The environmental costs of death are significant and constantly rising. With 8 billion people on the planet right now—all of...
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Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?

Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that...
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4 Year-End Tax-Saving Strategies For 2022

Although the end of the year can be a hectic time, it’s also the deadline for your family to implement...
Read More

How Will Economic Shifts Affect Your Family?

As you’ve surely heard by now, we’re in the midst of great economic shifts. The collapse of the crypto market,...
Read More
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