Category Archives: Estate Planning

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When To Update Your Estate Plan
Sep 25 2024
When To Update Your Estate Plan

If you have created your estate plan, then you have done more than most people. The truth is…

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Avoid These Mistakes When Choosing A Will Executor
Aug 26 2024
Avoid These Mistakes When Choosing A Will Executor

Choosing the right executor for your will is crucial, as this person will be responsible for managing your…

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How To Update Your Estate Plan After Receiving An Inheritance
Jul 15 2024
How To Update Your Estate Plan After Receiving An…

Receiving a significant inheritance can change your financial situation. It’s important to update your estate plan to reflect…

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3 Reasons Most People Don’t Have Estate Plans
Jun 13 2024
3 Reasons Most People Don’t Have Estate Plans

You may be surprised to learn that the average person doesn’t have an estate plan. After all, estate…

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Can A Trust Protect Your Estate From Creditors?
May 13 2024
Can A Trust Protect Your Estate From Creditors?

One reason you create an estate plan is to ensure your assets are distributed to your heirs and…

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3 Factors To Consider When Choosing A Special Needs Trust Trustee
Apr 29 2024
3 Factors To Consider When Choosing A Special Needs…

A special needs trust (SNT) can be a valuable tool for safeguarding the financial future of a loved…

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Don’t Overlook Estate Planning When You Divorce
Apr 14 2024
Don’t Overlook Estate Planning When You Divorce

Divorcing will involve a lot of big changes. It’s also going to require a lot of time and…

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Can You Disinherit Your Child In Louisiana?
Apr 05 2024
Can You Disinherit Your Child In Louisiana?

Some states are pretty flexible about allowing you to disinherit your adult children. They figure it is your…

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