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Can You Prevent a Will from Being Contested?

July 12, 2025
How can I organize my estate so there is little or no potential for my will to be contested?
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Why are Beneficiary Designations Important?

July 11, 2025
Zygmund Furmaniuk said the paperwork needed to transfer some of his deceased aunt’s assets was ‘the size of a small phone book.’
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Creating Wealth Across Generations with Estate

July 10, 2025
With the Great Wealth Transfer underway, the latest figures from Cerulli (as of December 2024) show that $124 trillion will transfer through 2048, with $105 trillion going to heirs.
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When Should You Update Your Estate Plan?

July 8, 2025
An estate plan is a living instrument that evolves just as your life and the governing laws do.
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How Does Asset Protection Planning Work?

July 7, 2025
Asset protection isn’t just for the wealthy—it’s a practical way to preserve your savings, safeguard your home and shield your family from financial risk.
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Lifetime Cost of Long-Term Care Rising Significantly

July 6, 2025
As life expectancy increases and care needs grow, the cost of long-term care is becoming one of the most pressing financial challenges for older adults and their families.
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Fair vs. Equal: How to Leave an Inheritance that Reflects Family’s

July 5, 2025
A truly fair inheritance isn’t always about giving each child the same amount—it’s about making thoughtful decisions that reflect each heir’s situation, role and relationship.
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Do You Need a Will, a Living Trust, or Both in Your Estate Plan?

July 3, 2025
When it comes to estate planning, two of the most common tools are living trusts and wills.
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Updating Estate Planning After a Dementia Diagnosis

June 29, 2025
Planning early after a dementia diagnosis ensures that your medical and personal wishes are documented, which can ease future stress and maintain control over decisions as the disease progresses.
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What Is the Best Way to Pass Property to Heirs?

June 28, 2025
Estate planning may not be at the top of anyone’s list of fun family activities. However, it can be an opportune time to discuss what’s best for the shared family home.
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