Beyond Wills and Trusts: 3 Documents Everyone Needs

When it comes to estate planning, you probably think of wills and trusts. But there are three other estate planning documents you should think about to make your plan complete:

A Living Will A Healthcare Directive, also called an Advance Directive, Medical or Healthcare Power of Attorney, or Designation of Healthcare SurrogateA Financial Power...
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Expand Your Cast to Prevent Chaos

How Adding a Trust Protector Can Help You and Your Family

You probably remember the cast of characters in your estate plan.

You were the creator of your trust, known as the grantor, settlor, or trustmaker.The trustee controls the assets in the trust. For most revocable trusts, that’s...
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The Flexible Protection of Trust-Based Planning

As you assess your goals for the year ahead, take a moment to review your legacy planning. You’ve hopefully already handled a few key pieces—set up and funded a trust, signed a will, created a power of attorney, etc.

But does your plan offer you and your family the greatest possible protection for...

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