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Some people don’t like having to create an estate plan, so they get it all set up and then forget about it. While that might seem like no big deal, it may actually lead to significant issues later. Anyone who’s created an estate plan must review it every three to...
A lot of thought goes into an estate plan, so it’s critical that you carefully consider all the options you have to get your assets to your loved ones when you pass away. For some people, hearing about trusts is mystifying because they believe all trusts are only for...
Life can be unpredictable. While it's not always comfortable to think about, there may come a time when you're unable to make your own medical decisions. An advance medical directive specifies your preferences for end-of-life care and medical treatments, as well as...
A health care proxy (health care power of attorney) is an essential part of estate planning that is often overlooked. Estate planning is about more than money, it’s about making sure your wishes are honored. This includes in terms of the medical treatment you receive....
Estate planning is crucial for young families. It ensures your family's future is secure and your wishes are honored. Here's what you need to know to get started. Why estate planning is important Estate planning isn't just for the wealthy or elderly. It is about...
A will provides instructions on how your assets are passed on to beneficiaries. You can name individuals or entities as beneficiaries. What matters is that your final wishes are honored in your estate plan. Here are three of the most common types of beneficiaries....
While estate planning largely revolves around providing for your loved ones, there is much more to it. If charitable giving has been a significant part of your life, then you may want it to be a part of your legacy. There are several ways that you can give to charity...