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Which life events that require an immediate estate plan update?
Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or...
IRAs, Annuities and Guardianship: Providing for Your Minor Children after You Die
Deciding on a guardian for your minor children may very well be the most vexing decision you’ll make regarding your estate planning....
Trusts – The Swiss Army Knife of Estate Planning
To the general public, a trust may seem like an advanced tool only for the wealthiest among us. But, the reality is that trusts are...
The Pros and Cons of Probate
In estate planning circles, the word “probate” often comes with a starkly negative connotation. Indeed, for many people — especially...
How to Manage Your Basis “Step Up”
If you or someone you know has received an inheritance, it is important for you to understand how to manage your basis “step up.” A...
How a Community Property Trust Could Save You From Heavy Taxation Down the Road
When it comes to your family’s legacy, every dollar you can save from tax collection counts. One way to keep your assets out of the...