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Estate Planning That Expresses Who You Are – 5 Things to Talk About with Your Family
You want to pass your property to your loved ones after you pass, but what about your wisdom? Making your estate plan pass on your wealth and your wisdom is important, and calling a family meeting is also likely a necessary step. Your family is probably spread out...
Money Isn’t Everything in Estate Planning
How to Pass Your Stories and Values to the Future Generations When most people think about an estate plan, they think about their property, assets, and money. However, that is not everything that someone can pass down to their children. You can also pass on values,...
How to Protect Your Child’s Inheritance from Divorce
Most parents' purpose in creating an estate plan is to provide for their children. Many parents want to make sure that their wealth, which they worked so hard to earn and accumulate, is not wasted or lost. Some parents particularly want to protect their children's...
Estate Planning for Military Families
It is always important to honor those who serve and sacrifice for our country. It is also important for military families to set up an estate plan. Military families have unique considerations that other families do not, especially when a family member is deployed. ...
3 Ways Your Trust Can Help a Loved One With Mental Illness
If you have a loved one that struggles with a mental illness, your trust can help that loved one no matter what ends up happening. A trust can be this support by funding treatment, allowing the trustee to be a support, and provide structure for the loved ones for...
Tools You Can Use to Leave Words of Wisdom to the Next Generation
We enter this world as a blank slate, but we leave it full of experiences had, lessons learned, and wisdom gained. Many people view an estate plan as passing on their physical assets. However, this is only part. You can also share something potentially more...
The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both
According to a March 2017 survey by Caring.com, six out of ten Americans have no will or any other kind of estate planning. Many of those who do not have a plan said they will get one when they are old. Too many Americans view estate planning as "death planning." ...
How Your Trust Can Help a Loved One Who Struggles with Addiction
The abuse of alcohol and drugs or other addictions is a serious issue, impacting as many as one in seven Americans. Talking about dealing with these addictions is an increasing part of public and private discourse. You may not have thought, however, about how this...
Which Life Events Require an Immediate Estate Plan Update?
Your life situation is always changing. So too is the life situation for your family members. Many of these changes may impact how well your estate plan works. In short, your estate plan slowly becomes obsolete because life makes it so. Some life changes that...
3 Poor Ways to Leave an Inheritance for Your Children
Estate planning gives you many difference methods to leave your property to your loved ones as an inheritance. However, it is just as important to know poor ways to leave an inheritance as it is to know good ways to leave an inheritance. Here are some options that...
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