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Do You Have a Plan for Your Digital Assets?

When going through the estate planning process most people know that they will need to cover things like their home, financial accounts, and other significant assets. What many people fail to plan for, however, is their digital assets. In today’s m… Read More
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6 Reasons to Update Your Estate Plan

Your estate plan is an important set of documents that will help protect your assets today, and ensure they are distributed according to your wishes when the time comes. While estate plans will remain in effect as long as necessary, they should not s… Read More
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Categories: Estate Planning

5 Reasons Why Wills Aren't Just for the Rich and Famous

Almost everyone knows what a Will is: a document that states what will happen to your money (assets) and possessions after you die. Everything you leave behind is known as your estate, and preparing a Will or a Trust is called estate planning. Most p… Read More
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Categories: Estate Planning

Strategies For Business Succession Planning

Any small business owner will tell you how difficult it can be to keep a business up and running, but planning a business’ future can be just as complicated. This planning for the future is called business succession planning, and it encompasses al… Read More
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Trusts: Do You  Need One…

Trusts: Do You Need One For Your Estate Plan?

Besides the Last Will and Testament, which is considered to be the most basic and foundational estate planning document, the next most common document for estate planners is a trust. A trust has a few characteristics in common with a Will, but it can… Read More
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Categories: Estate Planning
Long-Term Planning for En…

Long-Term Planning for Entrepreneurs

In the hectic day-to-day routine involved with making sure your business is profitable, some important things can fall through the cracks. For many business owners, long-term planning for protecting their business and passing it to the next generatio… Read More
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Will or Trust: Which Esta…

Will or Trust: Which Estate Planning Document Do You Need?

Without exception, the Last Will and Testament (more commonly referred to as simply a “Will”) is the estate planning document most often used by estate planners. Movies and TV shows make it seem as if the notable “reading of the Will” is comm… Read More
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Categories: Estate Planning

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