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Is A Trust Really Necessary

A trust is a legal arrangement that lays out who, when and how your assets are to be distributed. Trusts also can be created that take effect during incapacity, a feature that is unavailable for a will because a will takes effect only upon death.

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How To Pass On Family Heirlooms Without Causing A Family Feud

When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and vehicles. Yet these possessions very often aren’t the items that have the most meaning for the loved ones we leave behind.

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Don't Let Your Kids Leave Home Without Signing 3 Documents

As we head into summer, many parents will see their children graduate high school and prepare to leave home to attend college or pursue other life goals.

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Key Milestones For Planning Your Retirement

The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your progress. While your individual retirement plan and goals will be unique to your income, family situation, and desired lifestyle, most Americans share a number of common retirement milestones.

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10 Common Estate Planning Mistakes You Can’t Afford to Make—Part 2

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it all together until it’s too late. Sadly, this unwillingness to face reality often creates serious hardship, expense, and trauma for those loved ones you leave behind.

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10 Common Estate Planning Mistakes You Can’t Afford to Make—Part 1

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it all together until it’s too late. Sadly, this unwillingness to face reality often creates serious hardship, expense, and trauma for those loved ones you leave behind.

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How Creating A Life & Legacy Plan With Me Creates And Preserves Your Family'

When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings the item evokes, not the thing itself.

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3 Reasons Why Transferring Ownership of your Home to Your Child is a BAD Idea

Transferring ownership of your home to your adult child during your lifetime may seem like a smart move. But in nearly all cases, it’s actually a huge mistake, which can lead to dire consequences for everyone involved.

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Naming Guardians For Your Kids In Your Will Can Leave Them At Risk

Naming and legally documenting guardians for your kids might seem like a fairly straightforward process, but it entails a number of complexities most people simply do not think about. Even lawyers with decades of experience typically make at least one of six mistakes when naming long-term legal guardians.

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Does Your Family Need Umbrella Insurance

Umbrella insurance offers a secondary level of protection against lawsuits above and beyond what’s covered by your homeowners, auto, watercraft, and other personal insurance policies.

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