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How Estate Plan Protects Your Family

March 21, 2025
Though generally not as trendy as hitting the gym or planning summer vacations, such estate planning assurances bring peace of mind and create legacies of thoughtfulness for our loved ones.
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Should Your Estate Plan Include a Trust?

March 20, 2025
While a living trust won't be the go-to for everyone, there are a handful of reasons to consider using one—including the three discussed below.
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An Estate Plan To-Do List to Get Planning Done

March 18, 2025
Whether you’ve experienced a marriage, divorce, the birth of a child, or the loss of a loved one, it’s crucial to ensure that your plan aligns with your current circumstances.
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What are the Biggest Mistakes People Make with Estate Plans?

March 17, 2025
These wills gone wild may be extreme examples of poor estate planning. However, experts explain how easily a will can go to the dogs.
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Elderly Parents Moving in with You

March 16, 2025
Bringing an aging parent into your home requires careful planning to balance their safety, comfort and your family's needs.
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What Beneficiary Expenses Can Be Paid from a Trust?

March 14, 2025
A properly managed trust provides financial support to beneficiaries while protecting assets. However, trustees must ensure that expenses align with the trust’s purpose and legal requirements.
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Why Is Estate Planning Important?

March 12, 2025
Managing and planning one’s estate sounds like a task reserved for the uber-rich. However, that’s a common, and potentially costly, misconception.
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Estate Planning and the Business Side of Hugh Hefner

March 11, 2025
When America's original playboy, Hugh Hefner, passed away in 2017, he left behind more than just an iconic brand—he also left a carefully structured estate plan designed to preserve wealth, maintain control and impose discipline on his heirs.
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Consider a Post-Nuptial Agreement for a Gray Marriage

March 7, 2025
Later-in-life marriages bring unique financial and legal challenges. A post-nuptial agreement can protect both spouses, while preserving family assets and expectations.
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Irrevocable Life Insurance Trusts for High-Net-Worth Estate

March 6, 2025
An irrevocable life insurance trust (ILIT) protects high-net-worth estates by reducing tax liability and ensuring a structured transfer of wealth.
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