Choosing the Ideal Trust for Your Wishes

The term estate may bring to mind mansions, vast fortunes, and a level of wealth that many people do not possess. This misconception may lead to the false impression that estate planning is only for the rich and famous, discouraging those with more modest means from seeking professional guidance.

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4 Tips to Avoid a Will or Trust Contest

Fighting over provisions in your will or trust can derail your final wishes, rapidly deplete your financial legacy, and tear your loved ones apart. However, with proper planning, you can help your family avoid a potentially disastrous fight. 

If you are concerned about challenges to your estate plan, consider...

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Should I Include My Unborn Child in My Estate Plan?

Estate planning is an exercise in anticipating potential future events that could affect your plans for what happens if you become incapacitated (unable to manage your own affairs during your lifetime) and how your assets (property and accounts) will be handled after your death. The more you plan for what life might...

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Is It Time for an Annual Planning Retreat?

Do you ever feel like you never have a moment to yourself? Or that even if you manage to carve out some personal time, you are not spending it as effectively as you could be?

Our always-on culture may counterproductively (and counterintuitively) be holding us back from achievement. We...

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The Wrong Successor Trustee Can Derail Your Final Wishes

Many estate plans contain revocable living trusts that will become irrevocable (cannot be easily changed or terminated) when the trustmaker dies. Such trusts may benefit the surviving spouse during their lifetime and may continue for the benefit of several additional generations. Because these trusts can be designed to span multiple decades, it...

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