Category Archives: Estate Planning

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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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3 ways to incorporate philanthropic giving into your estate plan

Philanthropy is a great way to ensure that your estate is put to good use after you are gone. By leaving your estate, or part of it, to charity, you…

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Why include a letter of intent in your estate plan?

Putting in place a well-thought-out estate plan is crucial to ensuring the proper handling of your estate and affairs after your passing. Including a letter of intent can be a…

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3 scenarios when guardianship for your child can come in handy

During the unpredictable journey of parenthood, there may come a time when the consideration of guardianship becomes crucial. When it comes to securing your child’s well-being, guardianship is an undeniably important…

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4 ways someone could abuse power of attorney

Power of attorney grants someone the authority to make financial and legal decisions on behalf of another individual. This arrangement is important in estate planning. However, it is necessary to…

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2 reasons why your aging parents need advanced directives

Advanced directives are legal documents that outline individuals’ preferences regarding medical treatments and interventions in the event of incapacitation. These directives can provide a roadmap for healthcare professionals and family…

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How to know when to establish guardianship for your aging parents

As the dynamics of family life evolve, the responsibility of caring for aging parents becomes an essential consideration. Determining when to establish guardianship for your aging parents is a decision…

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What you should know about eligible designated beneficiaries

If you’re going to be putting your estate plan in place soon, you obviously care about things like making sure that your assets go to those who need or can…

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2 types of powers of attorney to consider

A comprehensive estate plan provides a roadmap for your loved ones. While most people think about things that happen after their death, the estate plan also encompasses specific points about…

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What should you consider while choosing beneficiaries?

Planning for the future involves more than just financial considerations. It is about ensuring that people pass on your legacy according to your wishes. One aspect of this process is…

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