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6 Common Myths About Estate Planning

6 Common Myths About Estate Planning

While it may be a task that’s low on your to-do list, estate planning can provide guidance for your loved ones in the future. It will also give you a sense of relief as you think about passing on your household and assets. “Most people would benefit from...
Ways to Fund Special Needs Trusts

Ways to Fund Special Needs Trusts

A look at the different options & strategies. If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income will not pay for, and a special needs trust may be...
Talking to Your Heirs About Your Estate Plan

Talking to Your Heirs About Your Estate Plan

They should not be left ill-informed or unaware. Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for the transfer of their wealth. Those who do create estate plans with help from financial and legal...