Tag Archives: Estate planning

Our Weekly Tip: Stop Estate Planning Procrastination Before It Starts

Fear and procrastination go hand-in-hand; learn how to prevent both

Our Tip of the Week: If you’re prone to procrastinating on projects, especially ones that don’t seem urgent, it can make a simple task take months or even years longer than it should. When you want to draft your own living will … Continue reading

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Our Weekly Tip: Write a Living Trust

A living trust enables management of property to be transferred before death, and avoids probate proceedings for loved ones after death

Our Weekly Tip: Explore the benefits of writing a living trust to help you manage and distribute your property both before and after your death. A living trust enables the settlor (the person who creates the trust: you) to transfer … Continue reading

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Our Weekly Tip: Keep Important Documents Organized to Aid in Estate Planning

Keeping track of your important documents and making sure your family knows where they are will relieve stress

Our Tip of the Week: Oftentimes we have a tendency to toss our documents and assets in a variety of different places/folders/boxes around our house. Our tip is to keep all of these papers in one spot, and to make a list … Continue reading

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Our Weekly Tip: Before Death: Estate Planning

How can you ease the uncertainties that can arise with settling an estate?

3 Tips to Keep in Mind During Estate Planning: 1) Gain Clarity: Understand what will need to be managed with this particular estate. Debt? Bank accounts? Real estate? 2) Embrace Proactivity: Many believe that estate planning shouldn’t be a concern … Continue reading

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Our Weekly Tip: Estate Planning – You Don’t Have to Go it Alone

Estate planning can be overwhelming, but having a team to help with your decisions can make a big difference

Our Tip of the Week: Estate planning can be overwhelming, but there’s no need to figure it out all by yourself. Forbes published a great and extensive article on estate planning and mentioned how beneficial it can be to have … Continue reading

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