Category Archives: Estate Planning

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May 07, 2023
How to prevent will contests

How to prevent will contests A will is a vital part of any estate plan. This document allows you to express your final wishes and pass your assets on to your loved ones upon your…

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Apr 13, 2023
Why trusts should be part of your estate plan

Why trusts should be part of your estate plan Having an estate plan in place is essential for everyone, no matter how big or small their total assets may be. It’s a way to ensure…

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Apr 03, 2023
Are your children ready to take over your business?

Are your children ready to take over your business? You’ve taken the sensible step to address your estate plan. You may be doing this for the first time or simply updating after some life changes.…

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Mar 18, 2023
Talking to your parents about estate planning

Talking to your parents about estate planning Estate planning conversations with your parents (s) can be daunting, but they are necessary.  You can help them with their plan. Of course, this doesn’t mean making major decisions,…

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Mar 06, 2023
Do your heirs have to pay your debts?

Do your heirs have to pay your debts? An estate plan usually deals with distributing assets between heirs. Bank accounts will be divided, investments will be cashed out, family homes will be sold and the…

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Feb 19, 2023
4 qualities to look for when choosing an executor

4 qualities to look for when choosing an executor Estate planning is a crucial measure in life, as it protects your hard work and loved ones. You need to include different documents in your estate plan, and…

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Jan 20, 2023
4 common misconceptions about estate planning

4 common misconceptions about estate planning Estate planning is the anticipatory process of how your estate is handled after you pass away. A typical estate plan details who will inherit from your assets, a designated…

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Jan 10, 2023
How a contract of mandate can help protect your interests

How a contract of mandate can help protect your interests Do you have someone that will manage your affairs if you are incapacitated by a sudden illness or an accident? Your close family members or…

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Dec 29, 2022
Estate planning mistakes to avoid

Estate planning mistakes to avoid Creating an estate plan is the smart, responsible thing for adults to do. While this is true, if you aren’t fully aware of the laws or rules of this process,…

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Dec 15, 2022
Why you should consider drafting a will

Why you should consider drafting a will Estate planning is such an important component of life, yet many choose to ignore it or put it off. Perhaps this is because of the perception that it…

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