What Is Estate Planning and why is it important?

When someone passes away or becomes incapable of managing their own affairs, an estate plan specifies who will inherit and manage their property. Estate planning is critical because it relieves the legal successors of paying the transfer taxes that would have been incurred if the estate had not been planned. If the beneficiary is under […]

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Estate Planning for Different Situations

Estate planning is important for everyone, but when you start to do your research, it seems like many resources assume you’re married with children. Many people lead their lives differently, thus different approaches are in order. For example, find out how you might plan for the future if you’re single, have no heirs, or have […]

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Passing Down Property: What to Know

Passing family property down through the generations is a wonderful way to honor all the memories made in your home. Plus, your kids will get to keep making new memories in this well-loved space. If you want to leave your heirs property — whether a year-round home or a vacation property — you will have […]

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A Few Common Questions About Trusts

What do you want to leave behind for your heirs? Thinking ahead can be a challenge, but you likely want to pass down an inheritance to your children, grandchildren and other loved ones. A trust is one way to do that. Do you want to know more about your options? Here are a few essential […]

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