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Why include your digital assets in your estate plan?
When people make plans for the future, they generally consider what will happen with their physical assets and their wealth. However, a complete estate plan should take into account all…
Are you a single parent? Consider a trust when estate planning
When you became a parent, many of your goals in life may have shifted. You knew that you would need to ensure that your child had the support and guidance…
Dementia and estate planning: Steps to take now
A serious medical diagnosis could significantly impact how one considers the future. In cases where an individual receives a diagnosis of dementia, he or she will want to move quickly…
When is a charitable trust the right choice for an estate plan?
One of the most important steps to take when planning for the future is to consider long-term goals and objectives for personal wealth. Assets and money can pass to loved…
A simple first step in the estate planning process
One of the most significant errors made with estate plans is failing to update the plan after major life changes. Many believe that once a plan is in place, they…
Estate planning with unique beneficiaries in mind
Planning for the future typically means considering the needs and interests of loved ones and beneficiaries. There is no one-size-fits-all solution in estate planning, and unique beneficiaries may require a…
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