Why It’s Never Too Soon for Estate Planning

Why It’s Never Too Soon for Estate Planning

It can be tough to resist the urge to procrastinate sometimes, but getting important tasks out of the way early on can feel great. Retirement planning and estate planning can both happen at just about any point in life, so why wait? Keep reading to find out why it’s never too soon for estate planning. […]

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Tips for Choosing the Executor of Your Estate

Tips for Choosing the Executor of Your Estate

Your will won’t carry itself out once you have passed away, which is why you need to choose an executor. You should know what the responsibilities of this position entail, whether you should name one or more executors, and who to choose in case the people you delegate are not interested. Read ahead for tips […]

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When Should You Begin Estate Planning?

When Should You Begin Estate Planning?

Estate planning is the process of arranging for the disposal or inheritance of your property and assets after your death. While estate planning is most often associated with older individuals, this process is beneficial for anyone who wishes to specify how their assets will be handled in the future, regardless of the value of those […]

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Different Types of Trusts

Different Types of Trusts

A trust is a financial agreement that transfers assets into the care of a third party. Trusts are frequently used to reduce the size of an individual’s estate and lower the amount of taxes owed in the event of their death. Your financial planner can help you set up a trust that will ensure your […]

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Estate Planning and Your Retirement

Estate Planning and Your Retirement

Estate planning is the process of determining your preferences for property and asset distribution after your death. Regardless of your age, developing a plan for your physical property and financial assets will ensure that your wishes will be followed in the future, including the distribution of funds that are currently part of your retirement accounts. […]

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Estate Planning 101

Estate Planning 101

Everyone has an estate, even people who think they don’t. Because you have an estate, it’s important to learn about estate planning. Creating a plan for handling your estate after your passing will make financial matters much easier for your loved ones. Keep reading to see some of the key elements involved in estate planning. […]

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Estate Planning for People Under 40

Estate Planning for People Under 40

Estate planning allows you to make plans in advance that specify the distribution of your property—both physical and financial—after your death. Taking the time while you are young and in good health to plan for your estate’s distribution later in life will ensure your wishes are carried out if the unexpected does occur to provide […]

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Getting Started with Estate Planning

Getting Started with Estate Planning

Estate planning is an area that is easy to overlook, but it is also one of the most important parts of thorough financial planning. Not only does estate planning ensure that you leave your family with financial support when you pass away, but it can also provide instructions for your care should you become critically […]

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Factors to Consider for Estate Planning

Factors to Consider for Estate Planning

Estate planning is the process of determining how and to whom your property will be distributed following your death. Proper estate planning ensures that your home, vehicles, finances, and other valuables will be given to the individuals or organizations of your choice. Regardless of your age or financial status, creating a plan for your estate […]

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