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4 Common Estate-Planning Mistakes
4 Common Estate-Planning Mistakes

Why work hard to build wealth only at the end your wishes to give to your family is snatched and your family is left with much left than you expected? From wills to trusts , protect your loved ones by avoiding these 4 common estate-planning mistakes: 1) Drafting Your Own ...

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Blog posts in Estate Planning

  • Planning for Incapacity

    Estate planning is the process of memorializing who you trust to manage your affairs during incapacity and death, and choosing how your assets will be ...

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  • Are You and Your Spouse on the Same Page?

    Estate planning isn't exactly people's favorite topic of discussion, but it's absolutely necessary. When planning for the unexpected, it is essential ...

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  • You drafted a living trust... Now what?

    FUNDING YOUR TRUST Once you've made a living trust , there's one more crucial step: funding your trust , which is just as important as creating a ...

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  • Escaping Estate Taxes

    One of the benefits of an estate plan is the ability to grant your assets in a way that won't subject your loved ones to estate taxes after you die. ...

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  • Estate Planning for Business Owners

    If you own an interest in a business, no matter the form of ownership—sole proprietorship, partnership, or corporation—you must have an estate plan . ...

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  • Who Will Make Your Health Decisions if You Become Incapacitated?

    Less than one-third of Americans make plans to take care of themselves in case they are no longer able to do so. If you don't name someone to have ...

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  • Leaving Inheritances to Minors

    Most parents set up living trusts in hopes of caring for their children in the case of an emergency. However, various legal issues may arise when ...

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  • Charitable Donations: Leaving a Legacy

    Many individuals view their legacy as more than the accumulation of financial assets. They want to be remembered for their charitable giving, for ...

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  • Is Your Special Needs Child Properly Included in Your Will?

    Parents often engage in estate planning to ensure that their children are taken care of. Unfortunately, parents who have only the best intentions for ...

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