Do I Need A Trust?

Do I Need A Trust?

There is no one-size-fits-all estate plan, because each person’s life, relationships, and assets are unique. The best way to know if you need a trust is to learn what it is, how it works, and what it’s benefits and limitations are. Once you know the options, you can...
The Process of Creating Your Will

The Process of Creating Your Will

Getting ready to create your will: Once you understand the importance of creating your will, what does it actually look like to make one? How do you prepare before you meet with an estate planning attorney, and what are the concrete steps once you do? If the attorney...

Free Downloadable: 2021 Tax Changes That May Affect Your Estate

 
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