Estate Planning Tips for Avoiding Probate

Estate Planning Tips for Avoiding Probate

Probate is notorious for being unnecessarily lengthy and complicated. This is why legal and financial experts advise making advanced preparations to avoid it altogether. But what exactly is probate, and why should you avoid it? This blog will answer those questions and provide helpful tips on evading the hassles that the process brings.   What…

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Why Is Estate Planning So Important?

Why Is Estate Planning So Important?

Estate planning is a process involving the set up of a plan which establishes who eventually receives your assets. It is essential to wealth management and preservation, however, a majority of people do not plan for it. Sometimes people fail to plan because they have the misconception that estate planning is only for those with…

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Does Your Estate Plan Need a Will or a Trust Or Both?

Does Your Estate Plan Need a Will or a Trust Or Both?

Estate planning allows people to prepare in advance and ensure their wishes are carried out after passing in the easiest and most tax-efficient way possible. There are many estate planning options available, and deciding which one to include in the plan can be overwhelming, especially to those new to the whole process. However, no matter…

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When Should I Update My Estate Plan?

updating your estate planning

You spend most of your life building your estate and passing on your legacy to the people who matter the most to you. So naturally, you would want to have control over your assets even after you pass on and distribute your wealth to the individuals and organizations of your liking. The best and easiest…

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Tips for Planning Charitable Giving

charitable planning

Giving is a great way to create a positive impact and contribute to the causes you care about the most. However, it can be challenging to navigate the philanthropy world for those still new to it. With so many organizations, it isn’t easy to know where to start. To give you a starting point, advanced…

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