Estate Planning

Why It's Important to Keep Your Estate Plan Up to Date

If you’re one of the too-few Americans who has already met with a financial advisor and created a detailed estate plan, you’re already...

What is Probate and Why Should You Do Something About It Now?

Most people know that creating a will is a necessary step in ensuring your possessions are passed on to loved ones after you die....

What's the Difference Between a Will and a Trust?

Wills and trusts are critical components of a well-thought-out estate plan, but it’s not always clear how the two differ. Both work to...

What Is an Estate Plan and Do You Need One?

You’ve spent years buying your home, vehicles and possessions; organizing your retirement funds; and accumulating your wealth. But have...

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