Monthly Archives: March 2024

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How charitable trusts can reduce your estate taxes

Estate planning is important for ensuring your loved ones get taken care of after you are gone. One effective strategy is using charitable trusts. These options not only benefit charitable…

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I’m worried my assets will be misused after I die. What can I do?

You won’t exactly know how your assets will be managed and used after you pass away. Your will in your estate plan is a document that outlines your wishes for…

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Does a power of attorney apply immediately?

As part of your estate plan, you may consider using a power of attorney. This document gives you the chance to legally choose an agent who can act on your…

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