Category Archives: Estate

Living Trust: Is It For Me?

A legal trust is similar to a will – it's a written legal document and it partially substitutes for a will and can be an important part of your estate plan. Your assets are put into the trust during your lifetime and then transferred to your beneficiaries when you die. You can make yourself the…
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Donating Your Estate to Charity

Oftentimes, people opt to leave some (or all) of their estate to a charity or organization that they support. If you choose to leave part of your estate to charity, not only does it benefit the charity, but it could help reduce the amount of estate taxes your heirs must pay on your estate. Deciding…
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Identifying Your Assets

While planning your estate may be the last thing on your mind, the reality is that estate planning is one of the more important life decisions you'll make. Below are three reasons estate planning is important: You get to name the people to whom you wish to give your assets and know that your wishes…
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What You Should Know About Estate Planning

There comes a time in everyone's life where it's vital to make an estate plan in order to spare a lot of confusion and frustration in the event of your death. No matter your net worth, you need to have a basic estate plan in place to ensure that your desires are met after you…
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