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Who Should You Notify About Your Estate Plan?

When you’ve created an estate plan, it’s important to notify certain individuals and entities to ensure that your wishes are carried out smoothly. Here’s a list of who you should consider notifying: Immediate Family Members: Inform your spouse, children, and any other close family members about the existence of your estate plan and where they can find important documents. Executor

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Why Is It Important to Have a Will?

  A will is a legal document that outlines a person’s wishes regarding the distribution of their assets and the care of any dependents after their death. In a will, the individual, known as the testator, can specify how they want their property, money, possessions, and other assets to be distributed among their heirs or beneficiaries. Creating a will allows

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know everything about estate planning

Know Everything About The Estate Planning

When Should You Start? When is the right time to start planning for your estate? The answer is “now.” No matter how much wealth a person has, everyone needs to plan for the unforeseeable, and the best way to get started is by doing your research. Once you begin, you might quickly discover that estate planning encompasses not just deeds

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How Does Irrevocable Trust Work?

  We all know, there are two types of trusts: Irrevocable and Revocable. People prefer Revocable Trust because it can be modified by the Grantor anywhere and anytime. Revocable Trusts are used to ensure that a Probate Process case is not needed for the Grantor’s estate when it passes.   On the other, the Grantor can’t change the Irrevocable Trust

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What is a Living Trust?

Do you want to protect assets while you are living and direct how those assets will be distributed upon your death? If so, you have several options to accomplish this. One that you should consider and may want to create is a Living Trust. When you create a living trust, you set aside assets to remove them from your estate

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Is The Will Enough to Protect Assets?

  Many people think having a Will is enough to protect their assets, but a Will is best used as a last resort rather than your primary plan.  It’s important to protect your assets for your legacy – and it’s equally important to make sure that your loved ones aren’t subjected to the long and complicated administrative procedures of the

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