Beneficiaries Who Require Special Treatment During Estate Planning

Estate planning isn’t just about deciding who gets what. It’s about ensuring your loved ones are financially secure in a way that protects them from unnecessary risks. Some beneficiaries need extra consideration—whether it’s due to a disability, poor financial habits, substance abuse issues, or simply being too young to manage an inheritance...

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Important Estate Planning Considerations When Nearing Retirement

Retirement is a significant life milestone but also a critical time to review your estate plan. As you shift from building wealth to preserving it, ensuring that your assets are protected and your wishes clearly outlined becomes more critical. Many retirees make the mistake of assuming their existing estate plan is sufficient,...

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Able Account vs. 529 Account: Comparing and Contrasting

When it comes to securing your financial future, choosing the right savings account can make a big difference. For families with educational needs or disability-related expenses, ABLE and 529 accounts each provide unique advantages. These accounts offer flexible planning and tax benefits, making it easier to set aside funds tailored to your...

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How to Amend an Existing Trust

Trusts are powerful tools for managing and protecting your assets, but life changes. You may have welcomed new family members, adjusted your financial goals, or seen changes in tax laws. These shifts often mean your trust needs an update to reflect your current situation and intentions. Making adjustments to an existing trust...

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