Estate Planning

Exclusive guides, tips, and strategies on how to prepare for and enhance estate planning. A “How-To” for your beneficiaries.

What Is A Will

What is a Will? An estate will, commonly referred to simply as a “will,” is a legal document that outlines how an individual’s assets and properties will be distributed upon their death. It serves as a testament to their wishes, ensuring that their final desires are respected and executed as intended. The Purpose of a …

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How To Buy A Trust

If you’re considering setting up a trust, you’ve made a wise decision to protect your assets, loved ones, and legacy. However, navigating the legal process of purchasing a trust can be overwhelming, especially if you’re unfamiliar with legal jargon or the types of trusts available. This guide will direct you through purchasing a trust, from …

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Living Will

What is a Living Will? A living will, often referred to as an “advance directive,” is a legal document that communicates an individual’s wishes regarding medical treatment should they become incapacitated and unable to make decisions for themselves. This document is pivotal in ensuring that one’s healthcare preferences are respected and adhered to, especially in …

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What Is Estate Tax

Are you concerned about the ramifications of an estate tax on your family’s financial future? As an important part of any comprehensive wealth-management plan, it is essential to understand how this tax works and what impact it may have on your loved ones. In this guide, we’ll dive into the basics of estate taxes, explain …

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Wills vs. Trust

When deciding which vehicle is best for estate planning, many think the two main choices are a will or a trust. While either can provide peace of mind and protect all your assets, certain advantages and disadvantages of each option must be considered when making this critical decision. This guide will look at the differences …

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How Much Does A Funeral Cost?

When someone dies, their loved ones often face the daunting task of funeral arrangements. This can be expensive, but there are a few ways to pay for it. This guide will explore how much funerals cost and payment methods. We will also provide tips for making the process easier for loved ones. Read on for …

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