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What Are Fiduciary Duties in Estate Planning?
Understanding the Role of a Trustee in Estate Planning “As you plan how you will leave your estate, it is important to your family’s future …
There Is a Difference Between Probate and Trust Administration
Understanding the Key Differences Between Probate and Trust Administration “Probate and trust administration are not the same. There are important differences and similarities between administering …
Five Top Reasons To Add Beneficiaries to Investment Accounts
The Importance of Adding Beneficiaries to Investment Accounts “Losing a loved one isn’t just an emotional burden—it also carries an administrative load. There are flower …
What Must Be Done When a Loved One Dies?
Navigating Financial Affairs After a Loved One’s Death “It can be hard to move through your daily life after someone you love dies. It may …
Update Will at These 12 Times in Your Life
When to Update Your Will: 12 Life Events to Consider “It is also important to realize that it isn’t merely ‘why’ you are updating your …
Tapping an Inherited IRA?
Understanding Inherited IRA Rules and Regulations “When a loved one dies, any leftover IRA funds they had, goes to whomever they labeled as beneficiaries. If …
What Is a Testamentary Trust and Do You Need One?
Understanding Testamentary Trusts and Their Benefits “Utilization of a testamentary trust for the surviving spouse is an excellent idea, whether the survivor is the husband …
Does Your Estate Plan Need a Will or a Trust or Both?
Revocable Trust vs. Will: An Overview “One of the most fundamental choices you can make as you’re thinking about how to pass your assets on …
How Low-interest Rates Create Estate Planning Opportunities
Utilizing Low-Interest Rates in Estate Planning “A more present sense of one’s own mortality may drive those who have not made plans before to begin …
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