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The Difference between Lifetime and Deathtime Planning

A comprehensive estate plan is about ensuring that your medical and financial decisions can be made by someone that you trust.

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Don’t Let This Crucial Question Derail Your Estate Plan

Crucial to a successful plan is your ability to address two major questions: Who will get your stuff when you die, and how do you want those individuals or charities to receive that stuff?

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Inspiring Action: The Guide to Creating or Updating Your Estate Plan

Here are some strategies to help you overcome some of the negative feelings associated with this process and meet the challenge head on.

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What Happens to Real Estate With a Mortgage When I Die?

A home with a mortgage presents additional challenges that should be accounted for in an estate plan.

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Saying Goodbye Is Hard: How a Comprehensive Estate Plan Can Help

The following are important questions to ask yourself, as the answers are a critical part of creating a comprehensive estate plan.

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Decanting: How to Fix a Trust That Is Not Getting Better with Age

You may be surprised to learn that under certain circumstances, the answer is yes—by decanting the old, broken trust into a brand new one.

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 3 Examples of When an Irrevocable Trust Can—and Should—Be Modified

Did you know that irrevocable trusts can be modified? Here are three examples of when an irrevocable trust can be modified or terminated.

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Testamentary Trusts: The Best of Both Worlds

A testamentary trust will own accounts and property owned by you without beneficiary designations and helps you plan in advance.

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I’m a Survivor . . . and Now I Have My Own Trust?

A survivor’s trust is a middle ground between a joint trust and separate trusts. 

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How the Corporate Transparency Act May Impact Your Estate Plan

If you have an entity as part of your existing estate plan, you will need to make sure that you comply with the new law.

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