Estate Planning

  • Prepare Your Estate Plan Now: Consider These Steps

    Prepare your estate plan. If not, your state may already have one for you. In case of death or physical incapacitation, your state has default laws that kick in. Many of these laws will not manage your estate as you want it to. If you don’t want this to happen, then creating a plan that manages your estate on your…

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  • Estate Planning: A Simple Guide for Peace of Mind

    There may come a time of your incapacitation or passing when estate planning would give peace of mind to loved ones.  However, a lot of people aren’t comfortable talking about estate planning. Most people don’t want to think about what’s going to happen after death, but it’s important to do so if you want to leave things to your family…

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  • How to Protect Your Financial Legacy

    An essential part of financial wellbeing is protecting your financial legacy. Doing so includes protection against scams, theft, unexpected situations, and an estate plan. Identity Protection With the growing number of data breaches, it continues to be a challenge and difficult to keep your personal information safe.   Monitor your credit report on a regular basis. Use a free credit report monitoring…

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