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What Should I Know About a Trustee?

November 16, 2023
A trustee is a person or entity who’s appointed to manage assets held in trust on behalf of a third party. There are few formal restrictions on who can serve as a trustee.
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Do You Need a Will or Trusts or Both?

November 15, 2023
A traditional will could be the simplest but not necessarily the best way to pass on your legacy.
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Have Estate Plan Checkup before Heading to Warmer Winter

November 14, 2023
If you are headed somewhere warm to spend the winter months, you will want to be sure you have everything in order before you go.
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What Improvements Make My Home a Better Place to Age?

November 13, 2023
Staying in your own home as you grow older is called ‘aging in place,'” the National Institute on Aging says.
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Three More Reasons to Have an Estate Plan

November 12, 2023
Estate planning not only makes things easier for your loved ones if you become incapacitated or when you’re gone, but it also does these three important things.
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What’s a ‘No Contest’ Clause?

November 11, 2023
There are two ways to approach defending your last will or trust from a claim filed by an individual, or individuals, seeking to alter the terms you have chosen.
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Should I Add My Pet to Estate Plan?

November 10, 2023
When it comes to pets and estates, there are two main rules to understand.
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What Should I Know About Powers of Attorney?

November 9, 2023
Are you worried about what might happen to your estate and investments if you become disabled or incapacitated?
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Is a Power of Attorney Really Necessary?

November 8, 2023
A document usually included in an estate planning package is a financial power of attorney. What is a financial power of attorney?
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Make Power of Attorney Part of Your Estate Plan

November 7, 2023
Many people will suffer cognitive decline as they age, and that can seriously impact their ability to manage their assets.
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