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If you’re a father, there’s a good chance you help manage your household’s finances and you may even play the dominant role. This may work well now, but what if something were to happen to you? Would your family be financially okay?

July 24, 2019

How Dads and Moms Can Make Sure Their Families are Protected

Dads protecting families
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For some people with complicated personal and financial lives, today’s complexities may not be fully addressed with a do-it-yourself service for wills and trusts.

May 29, 2019

Is An Online Will A Good Idea?

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It’s important to have certain binding legal documents in place, if you become disabled due to an illness or accident. These aren’t easy things to talk about, but attorneys say every adult needs them.

May 21, 2019

What Are the Five “Must Have” Legal Documents?

legal documents
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Can an irrevocable trust be revoked?

May 19, 2019

Irrevocable Trusts: Can I Revoke It?

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Trusts are one of the most versatile items of the financial planning toolkit. However, they are not just for rich people. With the new higher estate tax exemptions, avoiding or reducing estate tax is not a concern for most of us.

April 30, 2019

Why Is a Revocable Trust So Valuable in Estate Planning?

legal documents
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The Last Will and Testament plays an essential role in estate planning and without question everybody should have one.

April 9, 2019

When Do I Need a Revocable Trust?

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For new parents, the need for legacy planning is especially obvious.

April 4, 2019

As a New Parent, Have You Updated (or Created) Your Estate Plan?

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The perception is that trusts are for the very wealthy and that they cost a ton of money to set up. The reality is a trust can be a fantastic tool for the average person or couple, because it simplifies things in the event of your death.

March 26, 2019

Why Should I Create a Trust If I’m Not Rich?

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