To A/B, or Not To A/B, That is the Question
Most revocable living trusts for married couples, established prior to 2018, require that the trust be divided into two or more “sub-trusts” upon the death…
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Preserve Generational Wealth With 3 Tips
Have you considered what is required to preserve generational wealth and your legacy? Or the impact an inheritance will have on family members in different…
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Blended Family Estate Planning
In many cases, couples bring children into a marriage from a prior marriage or union and then have children together. This is often referred to…
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Caring for Aging Parents Need Not Split Siblings
As our parents age, it’s common for siblings to come together to provide care and support. However, this can also be a time of conflict…
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Benefits of an Irrevocable Life Insurance Trust
An irrevocable life insurance trust (ILLIT) is an estate planning tool that owns and controls a permanent life insurance policy or policies while the insured…
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New Year’s Resolution: Make or Update Your Estate Plan
It’s the New Year and everyone has begun to make New Year’s resolutions. The origin of making New Year’s resolutions rests with the Babylonians, which…
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Pitfalls of Do-It-Yourself (DIY) Estate Planning
In an age where almost anything can be accomplished online, “do it yourself” estate planning websites have recently increased in popularity. Unfortunately, many people who…
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Non-traditional Families & Their Estate Plan
Estate planning practices are changing as family structures change. As recently as thirty years ago, a traditional family comprised a husband and wife who married…
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Estate Planning Checklist: 5 Ways to Prepare
Nobody wants to think about becoming sick or passing away at a young age. However, accidents can happen to anyone at any time. Life can…
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Six Common Estate Planning Mistakes
Estate planning can be one of the most daunting and unpleasant tasks for an individual. No one really likes to contemplate their death, so it…
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