Common Estate Planning Mistakes to Avoid

Common Estate Planning Mistakes to Avoid

Estate planning is a process that allows you to safeguard your assets and make sure they go to your desired recipients after you die. It entails putting wealth preservation plans and tax strategies in place to reduce taxes, court costs, and more, legally.    But while the process is an advantageous endeavor to tackle, especially…

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Frequently Asked Questions About Wills & Trusts

wills and trusts faq

Planning for the future can be overwhelming and intimidating, especially if you are unsure how to proceed. You want to get your legal and financial affairs in order for those you will leave behind, but where do you start? What do you need to know about estate planning today to take care of your loved…

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Common Misconceptions About Power of Attorney

poa misconceptions

A power of attorney is an estate planning document that gives one or more persons of your choice the power to act on your behalf. POAs can be used for various circumstances, and agents can be granted the authority to make financial to medical decisions on behalf of a principal.  Having this is beneficial as…

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The Pros and Cons of Trusts

Pros and Cons of Trusts

Estate planning is an important legal process that creates a formal plan for what happens to your assets after your incapacity or passing. By creating a formal estate plan, you can protect your family from legal problems and unburden them from having to sort out your finances and assets if you cannot offer input.  …

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Everything You Need to Know About Estate Planning & Wealth Preservation

wealth preservation

Estate planning is integral to wealth management to protect your assets and ensure your family’s financial security. It involves deciding how you want your properties to be managed and distributed in the event of your incapacitation or demise. While many people may think that estate planning and wealth preservation are only for the wealthy, everyone…

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