Strengthening Your Financial Foundation: 3 Resolutions for a Secure Tomorrow
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Legacy of Love: The Most Meaningful Gift from Your Estate
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The Valuable Role of Professional Fiduciaries
The term, “fiduciary,” may sound dry and academic, but its significance is profound. This article revisits what a fiduciary is, and affirms why family members, trusted advisors, and others who oversee vulnerable or compromised populations should embrace professional fiduciaries.
Restatement or Amendment? How to Update Your Trust
A Revocable Living Trust is a great estate planning tool that offers some equally great benefits, but like a traditional Will, sometimes changes need to be made. For this, you have two options: an amendment or a restatement. Here’s how to know which one to use. A Trust Amendment is just what it sounds like…
6 Steps to Ensure Your Estate Plan’s Success
6 Steps to Ensure Your Estate Plan’s Success Estate planning is about getting plans in place to manage risks at the end of your life and beyond. No one wants to spend more time than necessary contemplating their mortality. But putting in the work now will save your loved ones from months or…
