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Financial Planning for Graduates

Help your child plan for their financial future, no matter where they are in life. You want to set a strong foundation for long-term financial stability by broadening their scope of financial literacy. Sharing the following tips can help prepare…

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A Fiduciary’s Role in Estate Planning

Fiduciaries are individuals, professionals, or organizations that are legally obligated to act in the best interest of their appointed beneficiaries. Carrying out the terms of a will or trust or making medical or financial decisions on behalf of another are…

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Avoiding Probate Litigation

It is common for disputes over guardianships and conservatorships, wills and trusts, and family real estate to arise as part of probate litigation. The most successful approach to mitigating or avoiding probate litigation risk is careful planning. Comprehensive estate plans…

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Should Inheritances for Children be Equal?

Children should be divided assets equally in many situations. Yet, in some families, each child receiving the same inheritance can be inappropriate, deplete the estate’s assets due to ensuing litigation, or cause other family issues after you are gone. While the…

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Estate Planning with Life Insurance

A grieving loved one should not inherit assets only to discover that they cannot be accessed for cash expenditures they will be responsible for after you die.  Most retirees’ assets are in homeownership and retirement accounts, requiring a sale to…

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Understanding Trust Types

We’ve all heard of trusts, often in reference to someone who is the beneficiary of a trust fund. Some may believe that only wealthy people have trusts, but they are common and useful tools when creating estate plans of all…

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