Estate planning is an ongoing process that involves strategizing and making decisions about your end-of-life desires. Allowing your plan to stagnate can have a detrimental impact on your future. When you know the dangers of an outdated plan, you can put provisions in...
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Month: October 2022
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Reasons you may want a dynasty trust in your estate plan
If you have a significant amount of wealth and want to ensure it passes down through generations of your family, you can implement a dynasty trust into your estate plan. Some assets you may name in a living trust, placing them under the ownership of a beneficiary...
What is a simple will?
Most Americans are aware that having a will in place, even at a young age, is a wise decision. However, many hesitate before doing so, mostly because the process often seems very overwhelming. However, it does not have to be that way. For persons with smaller estates,...