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How can I Revoke an Irrevocable Trust?

I feel I was taken advantage of to the tune of $3,500, when I set up a trust.

Posted on: June 14, 2021

How to Simplify Estate Planning

Estate planning can be an emotional and challenging endeavor. However, here are three tips to make it easier and to help you prepare for the future.

Posted on: June 11, 2021

Your Will and Estate Planning Checklist

Most people should have a will, but it's rarely the most significant estate planning document that an individual will hold.

Posted on: June 10, 2021

Do You Have to Do Probate when Someone Dies?

For most of us, the first time we ever thought about probating a will is when someone in our family has died. So, what does it mean to probate a will?

Posted on: June 9, 2021

What Do I Need to Know about Estate Planning?

Expert tips on why starting your estate plan early, choosing beneficiaries, and thinking about how you want to transfer your wealth to the next generation are critical for your financial future.

Posted on: June 8, 2021

Why Is Estate Planning So Important?

The word “estate” has always been connected to “ultra-rich” families, those with a lot to leave behind after their death. However, definitions have changed, and anyone who has anything to leave behind needs to plan their estate. “Estate planning” essentially becomes your family’s guidebook, once you are no longer in the picture. Sounds important? Definitely, and here’s why.

Posted on: June 7, 2021

What Does SLAT Mean in Estate Planning?

These spousal trusts are garnering attention as estate and gift tax exemptions are poised for overhaul.

Posted on: June 4, 2021

Tackling Estate Plan Quarter by Quarter

Death, taxes and our fingers are a few things we can count on. As for the former, taxes will be owed, and death is certain.

Posted on: June 3, 2021

How to Avoid Basic Estate Planning Miscues

In some cases, estate planning can be quite simple. In others, it can be a complex process with far-reaching consequences. In either case, it is important to review your wishes and have the proper documents prepared to ensure that they are followed at your death.

Posted on: June 2, 2021