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Year: 2021

Why should you review your estate plan?

Having an estate plan can give you a place to document financial goals, clarify asset distribution and share your final wishes. Using the information you provide, those in charge of closing your estate can know precisely what to do. Contrary to what some have said,...

Can you revoke a premarital agreement?

If you are thinking about tying the knot, you should take many factors into consideration, especially when it comes to your finances. Couples often encounter a number of financial hurdles during the course of their marriage, and financial challenges can place strain...

What makes a state “retirement tax-friendly?”

Many people plan to retire in their home states and towns, but if you are among the more money-savvy crowd, you know that doing so may not be in your best financial interests. You know that some states are more “retirement friendly” than others when it comes to taxes....

Why you probably need an estate plan

An estate plan might sound like something reserved for high-profile figures or generationally wealthy families, but, in reality, they are something that most people need. The planning process can include writing a will, designating a power of attorney and signing a...

Understanding the probate process

If a loved one dies with a will, you may be wondering what the next steps are. Probate refers to the process of managing and closing the estate and distributing assets as set out in the will. An important figure in the probate process is the executor, as this is the...