Estate Planning Questions to Consider for Couples with an Age Gap
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Estate planning is important for couples, particularly for couples with age gaps. A bulletproof estate plan can help you reduce your tax liability, preserve your family’s wealth, and protect the interests of your partner and loved ones. Before you start... Read More →
Unmarried & Living with Your Partner? You Still Need an Estate Plan
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Many people think estate planning is only for married couples. This is one of the most common estate planning misconceptions. Contrary to popular belief, estate planning is particularly important for unmarried couples. If you are in a relationship with a... Read More →
Differences Between a Will and an Estate Plan
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CategoriesEstate Planning
Contrary to popular belief, estate planning and will planning are different items. Your will is a part of your estate plan. Many people who create an estate plan go for a will. Both a will and estate plan provide instructions... Read More →
4 Estate Planning Mistakes That Can Cost You
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There are many benefits to estate planning. A carefully designed estate plan ensures that all assets are passed to the creator’s intended beneficiaries and is key to preventing any family conflicts, bitterness, or complications. Estate planning can be complex, which... Read More →
How Early Should You Start Estate Planning?
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A well-designed estate plan prevents financial and legal hassles for your loved ones after you are gone. It goes a long way in helping prevent stress in relationships and ensuring that the creator’s wishes regarding asset distribution and their health... Read More →
4 Reasons It’s Time to Update Your Estate Plan
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You cannot set up your estate plan and forget about it. Remember to revise your estate plan periodically to make sure it reflects your current situation. If your estate plan is three or more years old, you should consider updating... Read More →
How Do Blended Families Handle Estate Planning?
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Blended families often face complex estate planning challenges. If you are raising a blended family, you need to ensure that your trust protects your current spouse and children from your previous marriage. Open and honest communication is the key to... Read More →
Having an Estate Plan is More Than Just Having a Will
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Many people think that estate planning is only for the super-rich. This couldn’t be further from the truth. Estate planning is for everyone who owns assets. Estate planning is all about minimizing risks, and ensuring all your assets are inherited... Read More →
Top 4 Estate Planning Mistakes
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Many people mistakenly think that estate planning is only for the elite. Even if you have few assets, you need to create an estate plan. Period. Creating a good estate plan is one of the most effective ways to ensure... Read More →
Estate Planning Vs. Retirement Planning
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While estate planning involves creating a plan for the transfer of the creator’s estate to their beneficiaries after their death, retirement planning is the process of setting retirement income goals and taking steps to achieve these goals. Creating an estate... Read More →