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8 Disadvantages of Probate
In this post, we dive into eight disadvantages of probate that should make you consider alternative options for passing on your assets.
12 Strategies if You’re Above the Estate Tax Exemption
For families whose estates exceed the lifetime estate tax exemption, here are 12 strategies to consider for minimizing estate tax costs.
12 Potential Pitfalls of Not Having a Comprehensive Estate Plan
Not having a comprehensive estate plan can lead to a range of potential downsides, impacting not only the distribution of your assets but also the well-being of your loved ones after your passing. In this post, we share 12 potential downsides to not having a comprehensive estate plan.
9 Tips for Estate Planning as a Homeowner
Estate planning helps you avoid costly probate, minimizes tax burdens, and protects your home. In this post, we share 9 tips for estate planning as a homeowner.
9 Considerations for Estate Planning for Parents
Estate planning as a parent involves unique considerations to ensure the well-being and financial security of your children, especially if they are minors or have special needs. In this post, we share 9 considerations when estate planning for parents.
7 Tips for Estate Planning for Married Couples
Couples embarking on the journey of estate planning face a myriad of decisions that can profoundly impact their financial legacy. In this guide, we explore 7 nuanced strategies and considerations essential to effective estate planning for married couples.
Common Estate Plan Obstacles & How To Overcome Them
Estate planning can seem overwhelming, which is why we work with families to help them set their estate planning up for success. Learn more about obstacles others face and how to overcome them when estate planning!
Estate Planning 101
A comprehensive estate plan is essential for ensuring that your assets and wishes are properly managed and distributed after your death or in the event of incapacitation. Learn more about what you need to know regarding estate planning!