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The desire to make a difference doesn't end with our death. For many people, incorporating charitable giving into their estate plans allows them to support causes they care about while creating a lasting legacy. Whether you want to establish a scholarship fund, support medical research, or help your local community,...

You've taken the important step of creating an estate plan, including a trust—congratulations! This shows you care deeply about keeping your family out of court and conflict, ensuring your wishes are known and honored, and you do not want to leave behind a mess for the people you love. Great...

When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they don't need anything complicated for their estate- just a Will. Indeed, Wills have a reputation as the number one estate planning tool and...

As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents, such as a will or trust, that dictate how assets will be distributed upon death or incapacity. An individual's current legal and financial...

When that extra bit of money from your tax refund lands in your bank account,  it's easy to start dreaming about all the ways you can use it. Financial experts may tell you that it's a chance to pay off debts, tuck away savings for an emergency, or add to...

Picture this: you've just set up your estate plan using a quick and easy online DIY form or a budget-friendly legal service. Or, your financial advisor drafted it for you for a nominal fee while creating your financial plan. These options promise ease, convenience, and at a fraction of the...

These days, many people consider their pets to be family members. The emotional bond we share with our pets often surpasses that with our human companions. As such, it’s only natural you’d want to make sure your furry friend is provided for in your estate plan, so when you die...

When wrestling legend Hulk Hogan passed away at the age of 71, the world lost an icon. But behind the headlines about his estimated $25 million estate and decades of wrestling fame lies a heartbreaking family story that offers powerful lessons for anyone with loved ones. This story demonstrates that wealth and...

July is National Sandwich Generation Caregiver month, and there’s a case in the headlines right now that drives home just how important elder abuse awareness is. Priscilla Presley, 79, is currently in court, claiming she was defrauded of over $1 million by people she once trusted. If it can happen to...

Understanding how financial aid and estate planning intersect can make a significant difference when preparing for college expenses. This article will explain how asset ownership influences aid eligibility, offer actionable strategies to increase the chances of receiving aid and highlight estate planning tools that can protect your wealth while optimizing...