A New Tax Identification Number is Required for Revocable Living Trust After the Trustmaker’s Death
A New Tax Identification Number is Required for Revocable Living Trust After the Trustmaker’s Death Many of our clients choose…
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What Is a Living Will?
What Is a Living Will? A living will is a document that allows you to say what should happen if…
Defining Your Goals
Defining Your Goals Here is a great discussion about defining your goals when putting together your estate plan, as set…
What a Will Does Not Do
What a Will Does Not Do A simple Will is a bares bones simple estate planning tool that contains not…
Estate Planning Tips for Families with Disabled Beneficiaries
Estate Planning Tips for Families with Disabled Beneficiaries I recently came across an article on WealthManagement.com that does a good job of…
Discussing End-of-Life Arrangements With Your Loved Ones
Discussing End-of-Life Arrangements With Your Loved Ones Understandably, most of us do not want to address the subject of death…