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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,...
Writing a will is perhaps one of the most important things you can do as a new parent. Yet, being young and in the prime of their lives, writing a will is rarely something new parents think to add to their to-do lists. Such an oversight could prove costly. In the...
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...
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....
Marriage is one of the biggest decisions you will make. As you prepare to spend the result of your life with your partner, you may also want to take steps to protect your interests if the relationship does not last. With the many misconceptions people have about...
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...
If you have a family, it is important to put together an estate plan that has protections in place for family members in the event something happens to you. The right plan protects assets, saves on taxes and looks out for your children. Every situation is different,...
If marriage is in your near future, you may be considering whether to write up a prenuptial agreement. Depending on your situation, having a prenup may be a good idea. If a couple is entering into a marriage with considerable individual assets, or if one of the...
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...
Whether you have concerns about your loved one with special needs and their financial future or you are struggling with a disability and want to protect your financial future, it is important to review various issues related to special needs trusts. This option can...
