• Estate Planning Basics: The Probate Process

    Losing a loved one is a difficult, emotional experience that can be complicated by decisions around what should be done with the deceased’s assets. It’s not uncommon for family members to disagree and argue over money and...

    • December 15, 2018
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  • Stop Wasting Time and Get Your Estate Affairs In Order

    It’s February, and surely by now you have established your estate plan or reviewed your existing plan. After all, it was on your January to-do list! If you haven’t exactly crossed that item off the list yet,...

    • July 7, 2018
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  • Estate Planning: Your 2018 Review

    It’s a new year and the perfect time to review your estate plan. Whether or not you are experiencing any life-changing events in 2018, or whether your estate is large or small, it’s a good idea because...

    • June 21, 2018
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  • Estate Planning Basics: Trusts

    What Is a Trust? A trust, also called a trust fund, is a legal arrangement between a grantor, a trustee, and a beneficiary. The grantor creates the trust and names to whom and when assets should be...

    • May 8, 2018
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