Category

Estate Planning

Debt & Death

When our clients meet with us for estate planning, a common question we receive is: what happens to my debt when I die? We can...
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Estate Planning and Personal Property

Prior to meeting with us, many of our clients have felt overwhelmed by estate planning. Often, they are more concerned about the smaller aspects of...
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Estate Planning Terms to Know

Estate planning is an incredibly important tool, not just for the wealthy or those thinking about retirement. On the contrary, estate planning is something every...
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Do I Need an Estate Plan?

Absolutely. No matter your circumstances, it is essential that you have an estate plan done to protect your future, your family, your assets, and your...
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What’s Wrong with Using an Online Will?

While an online will might seem like a quick and easy solution to your estate planning problems, they can lead to many issues and costs...
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How to Choose: Will v. Trust

Depending on your situation, assets, stage in life and more, you might need a trust, a will, or both. We can help explain the differences...
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I’m Not Wealthy – Do I Need an Estate Plan?

Yes, an estate plan protects so much more than wealth. Many clients think they do not need a full estate plan, because they are not...
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Top 5 Reasons You Need an Estate Plan Today

We know that estate plans can often get put on the back-burner. Many of our clients come in and let us know they have been...
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Estate Planning: What is a Fiduciary?

A fiduciary is a person that must act in your best interests, within the realm of estate planning. In estate planning, the people that you...
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The Basics: What is an Estate?

Many clients come to us not know what is a part of their estate. We can help you stay on top of the latest news...
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