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the tax implications of estate planning maximizing your assets

The Tax Implications Of Estate Planning: Maximizing Your Assets

Posted on August 28, 2024August 28, 2024
Adults with any assets, children, or pets should consider estate planning. However, those with large estates require the expertise of estate planning attorneys who consider tax implications and how to maximize your assets for your long-term financial health - as...
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the role of trusts in estate planning understanding your options

The Role Of Trusts In Estate Planning: Understanding Your Options

Posted on August 7, 2024August 7, 2024
A complete estate plan typically includes a variety of documents, often including some type of trust. The types of trusts used in your estate plan depend on your ultimate goals. These may range from minimizing taxes and fees related to...
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estate planning for small business owners strategies for succession

Estate Planning For Small Business Owners: Strategies For Succession

Posted on August 1, 2024August 1, 2024
Whether you’re a sole proprietor, LLC, or S Corp, small business owners should have a strategy for succession in place. Your small business and its assets are handled the same way private estates are if you become incapacitated or die. ...
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estate planning for the future of your family

Estate Planning For The Future Of Your Family

Posted on June 7, 2024June 7, 2024
It’s true that estate plans are designed to facilitate the dissemination of your estate after you die, largely by what’s included in your will or trust. However, a detailed estate plan does so much more than that by considering what’s...
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why thoughtful estate planning is crucial for your family

Why Thoughtful Estate Planning Is Crucial For Your Family

Posted on April 29, 2024April 29, 2024
One of the biggest mistakes people make is believing that estate planning is for the rich or people with significant property or assets. Estate planning is crucial for your family because, while making plans for assets and properties is one...
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estate planning mistakes to steer clear of

Estate Planning Mistakes To Steer Clear Of

Posted on March 31, 2024March 31, 2024
Any will or trust can be contested in court, but having an estate plan created by an experienced estate planning attorney is the only way to guarantee your wishes will be carried out as you want them to be.  Creating...
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navigating the complexities of estate planning law key insights

Navigating The Complexities Of Estate Planning Law: Key Insights

Posted on March 25, 2024March 25, 2024
If you don't grow up in a family where estate planning is the norm, or you suffer from some of the most common estate planning myths (we aren’t rich enough, don’t have enough property, already told everyone who gets what,...
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guardianship and estate planning protecting your childrens future

Guardianship And Estate Planning: Protecting Your Children’s Future

Posted on February 1, 2024February 1, 2024
As parents, it’s essential to create an estate plan that includes guardianship for your children if anything unexpected happens. While it’s emotionally challenging to imagine, picture what would happen to your children if you don’t plan for it ahead of...
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10 common estate planning mistakes to avoid

10 Common Estate Planning Mistakes To Avoid

Posted on January 8, 2024January 8, 2024
Whether you’re rich, poor, single, or have a family, estate planning is necessary. Avoiding or neglecting the estate planning process in the present can cost you and your loved ones in unnecessary and expensive ways down the road. Don’t Make...
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the essentials of estate planning what you need to know

The Essentials Of Estate Planning: What You Need To Know

Posted on November 30, 2023November 30, 2023
There are so many myths and misunderstandings around estate planning that prevent people from creating their plans - and creating instructions - when they should. A plan inherently benefits from proactive action; otherwise, a process becomes reactive, and that’s where...
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