When Is It the Time for Estate Planning

when to do estate planning

An estate refers to everything someone owns, whether a house, car, real estate, checking and saving accounts, life insurance, investments and personal possessions. No matter how large or modest the estate, all owners have one thing in common – assets cannot be taken with them when they pass away.  At this time, control of those…

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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,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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