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Month: February 2019

Educational trusts and the student debt crisis

You're thinking about how your assets can do the most good for your family. While estate planning is about getting everything in order, legally speaking, you know that it's also a chance to help them plan for their future. One option you may want to consider is making...

Updating your will in response to life changes

People make a lot of mistakes when they do their estate planning, but one of the most common ones is that they don't do it often enough. They make the plan, but they fail to update it or look at it again. They simply trust that it's going to work. It might, but this...

5 key estate planning steps

Writing a will and drafting an estate plan is something that you want to take very seriously. It has a drastic impact on your family after you pass away. With that in mind, here are five key steps: Choose who you want to leave your assets to. These individuals are...

Tax tips for large estates

You've worked all your life to build what you have. You spent years in school, internships and working your way up the corporate ladder to get where you are today. Don't let all of it come crashing down after you are gone by facing high taxes on your estate. Today, we...




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