A solid, up-to-date, estate plan is one of the best things you can do for your loved ones. Despite this, only 34% of Americans have an estate plan. Not having an estate plan at all is one of the most common mistakes. These are some others to avoid. 1. Not...
Month: April 2023
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Can estate planning help your loved ones avoid expenses?
When creating or updating your estate plan, there are options that could help your beneficiaries reduce taxes and court expenses. With fewer fees and lower taxes, more of your wealth can pass down to your heirs. Furthermore, you can save your loved ones from the...
What does not belong in a will?
A will is the legal document that travels through probate court after your death. It sets out how you want personal property handled and, ultimately, disbursed after your death. While it acts as a master key, of sorts, to your estate, there are exceptions to what it...