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5 Common Estate Planning Concerns For Your Second (Or More) Marriage

With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy...
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What You Need To Know About Collecting Life Insurance Proceeds

If you're looking to collect life insurance proceeds as the policy’s beneficiary, the process is...
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Estate Planning FAQs For LGBTQ+ Couples

Estate Planning FAQs For LGBTQ+ Couples As we are about to wrap up another Pride...
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3 Reasons Why Single Folks With No Children Need an Estate Plan

These days, more and more young people are delaying—if not totally foregoing—a life that involves...
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If You’ve Been Asked To Serve As Trustee, Here’s What You Should Know

If a family member or friend has asked you to serve as trustee for their...
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How To Pass On Family Heirlooms & Keepsakes Without Causing A Family Feud

When creating an estate plan, people are often most concerned with passing on the “big...
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Don’t Let Your Kids Leave Home Without Signing These 3 Documents

As we head into summer, many parents will see their children graduate high school and...
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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...
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10 Common Estate Planning Mistakes Your Family Can’t Afford to Make – Part 2

Because estate planning involves actively thinking about and planning for frightening topics like death, old...
A person holding a magnifying glass over papers.

10 Common Estate Planning Mistakes Your Family Can’t Afford to Make – Part 1

Because estate planning involves actively thinking about and planning for frightening topics like death, old...