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How to Minimize Estate Taxes with Charitable Donations
Leaving a financial legacy for your heirs requires you to make some…
4 Estate Planning Documents You Need Beyond A Will
4 Estate Planning Documents You Need Beyond A Will Estate and succession…
Do You Want a Will or a Trust?
One of the first things that people have to decide when they…
Do you have HIPAA Authorization for your College-Age Child?
If you have a child who is away at college, you should…
The Advantages of Making a List of Assets and Debts
Have you ever considered writing down a list of all your assets…
How to Make Sure Your Beneficiaries Don’t Waste Their Inheritance
You’ve spent years accumulating your wealth through hard work and discipline. Now…
7 Steps to Get an Estate Plan
Getting an estate plan often seems more difficult than it is. If…
What is a Simple Will?
The term “simple will” is often used to describe a certain standard…
Are Your Assets “Liquid”?
When planning the estate of a family’s primary breadwinner one of the…